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Einstein Analytics
Brittany Parahus Average Amount of Activity per Lead
I am wondering if someone could help me out. I created a Custom Report Type called "Leads & Activities" this report contains all leads with or without activities. The report is a Summary report segmented by Lead Owner then Lead Name. My issue is that the record count is based off the number of leads not activities. So if there is no activities list for a lead the count is 1 not 0. Because of this I can find an accurate average of activities per lead.
Please Help!
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?