I’ve created a form that sends out a weekly scorecard survey to my sales team and the results are organized by Team (Drop Down field type). We run a sales competition that allows team members to contribute points to their team based on one of two criteria (KPIs & Touches, both # field types). I have formula columns that use IF statements to determine if that particular item (sales member survey submission) is a “success” or not. The individual data is being calculated just fine.
My issue is that I am trying to create a summary view of the data that ultimately gives me a % success rate for each team as a whole. This ‘formula’ would look something like ‘# of Successes’/‘Team Size’. Team size is a fixed number minus people on vacation.
I’ve got the vacation thing figured out, but don’t have a solution for total team size. I could use a formula if there was a way to create a formula for summary data.
I’ve searched the community forum a good bit and tried several potential solutions but as of yet have not had any luck. Any ideas?
