Analysis Close Ratio by Trailing 12 Months
Hello,
We are trying to create a dashboard that will show the close ratio - win vs loss - of each month as a trailing 12 total. We are looking to have the months as the rows and Sales Coordinators as the Columns. I imagine having a measure column that is the total trailing 12 of each month which can then be broken up by Opportunity Status Name of Won and Lost, as well as Sales Coordinator.
For example:
month of 01/2024 would sum total WON revenue 02/2023-01/2024 and divide it by total closed (Won or Lost) revenue 02/2023-01/2024
month of 02/2024 do the same but with the date range 03/2023-02/2024
0