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Average Amount of Activity per Lead
Please Help!
It goes like this: Create a custoom field on every object of your SFDC org that you use.
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Select FORMULA as the datatype
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Select NUMBER,0 decimals as the result
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Enter a 1 in the formula (that's it, just a number one)
Now add this Field to your reports and summarize it to get the count of record for each object i your report. You can also use it to get average, percent, etc.All Answers
http://russianriverbrewing.com/brews/pliny-the-elder/
I am looking to have the report segmented by Owner, so I want the average of activities per lead by owner.
Thanks!
Can you post a screenshot of the current report and create a mock-up of what you want and post a screenshot of that? With Report/Dashboard questions it's kinda to just guess and visualize what someone wants.
This is what I want
The report in SalesForce is counting the lead "Dana Mason" 4 times instead of once so the average activity per lead by Owner is coming out to be 1 when it should be 2.
Also, I tried making Lead Name one of the summary fields but the same thing was happening.
Thanks!
Britt
I posted this about 4 days ago
"Yes, exactly like that. But how do you group the Account column (In my case the lead name). In other words how did you get a count of Accounts?"
Once I understand how you did this. I should be all set.
Thanks,
Britt
BTW how did you get the report to count the number of Accounts and Activity?
It goes like this: Create a custoom field on every object of your SFDC org that you use.
-
Select FORMULA as the datatype
-
Select NUMBER,0 decimals as the result
-
Enter a 1 in the formula (that's it, just a number one)
Now add this Field to your reports and summarize it to get the count of record for each object i your report. You can also use it to get average, percent, etc.Thank you so much!
Do you have any magic tricks for the standard report type Tasks & Events that shows all activities regardless of object they tie to? I love the Power of One workaround, but it doesn't work for this report type because their's no master object, I assume. The activity could be on a lead, account, or opportunity, etc.
I need to be able to calculate the average number of activities by rep/Assigned user off all existing task records and can't figure out how to do it inside of SF.
Thanks!
Can you create a mock-up of what you want the report to look like with Excel or GoogleDocs and post a screenshot?
My first attempt didn't go so well, I'm thinking this might be a lot harder to do using a Tasks and Events Report than it's worth (maybe impossible). I think it will be a lot easier with a Custom Report Type (CRT) have you ever used one before?
I have some Good News and some Bad News...
The Good News: You can do it with a CRT
The Bad News: You can't get the Activity Type field in a CRT
Thanks for all for the insightful thread. What would I include in the formula field you suggested above if I only wanted to count Activities with the Type of Call (I don't want to include Emails & other activities)?
Why is my average 1 for all of these?