I have a Pipeline workspace where when each lead is received, it follows a path through different stages such as :
- New Lead Received
- Working Pipeline (SQL)
- Proposal Sent
- won deal
- Lost deal
Now, I want to calculate the conversion rate and display it on the dashboard using the formula : how many ‘Working Pipeline (SQL)’ leads become; ‘Won Deal’, so the conversion rate as a percentage.
I need to calculate sum of the how many leads entered the Working Pipeline and from there how many went to won deal.
I am unable to count sum of items in a specific group so how I can get it to calculate the conversion ?