NSC | Saved Search that shows Count and Percentage of Lead and Non-Lead records

Ivy Lopez-Oracle

Scenario

User needs to know the count and the percentage of Leads and Non-Lead records in their account.

Solution

This can be achieved by creating a Customer Saved Search with the following details:

• Criteria tab:

Note: You can add/remove filters as necessary.

• Results tab:

Note: You can add/remove columns as necessary.

Formula used:

• Count of Leads: COUNT(CASE WHEN {stage} = 'Lead' THEN {entityid} END)
• Lead %: COUNT(CASE WHEN {stage} = 'Lead' THEN {entityid} END)/NULLIF(COUNT({entityid}),0)
• Count of Non-Leads: COUNT(CASE WHEN {stage} != 'Lead' THEN {entityid} END)
• Non-Leads %: COUNT(CASE WHEN {stage} != 'Lead' THEN {entityid} END)/NULLIF(COUNT({entityid}),0)

Sample Results page:

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