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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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