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