3 Replies Latest reply on Dec 1, 2009 9:46 AM by TSGal

    Percentage of achived meeting (CRM)

    Hopefully

      Title

      Percentage of achived meeting (CRM)

      Post

      Hi,

       

      I've created a CRM DB in FM (Mac/FM10). Works pretty fine. However - I have a check box field (customer accepted meeting "yes" or "no").

      And to have a quick overview I'd like to have the calculated percentage of achived meetings compaired to total (in seperate layout = overview).

       

      Can someone help me with the calculation for this issue?

       

      Thanks a lot in advance.

       

       

        • 1. Re: Percentage of achived meeting (CRM)
          mrvodka
             You can use a summary field with count on the found set of meeting invites grouped by status.
          • 2. Re: Percentage of achived meeting (CRM)
            ThomasBach
              

            Hi and thanks for replying.

             

            I think I understand your suggestion - but could you help me with an example of the formula line?

             

            I have a field with checkbox: Customer accepted meeting "yes" or "no". I'd like to now my succesrate on the "Yes to meeting" compaired to the entire number of records in DB.

             

            What I mean is - which formula to use - and how would it look?

             

            Thanks in advance...

            • 3. Re: Percentage of achived meeting (CRM)
              TSGal

              ThomasBach:

               

              Thank you for your post.

               

              I don't know what version of FileMaker Pro you are using, but the following should work for all versions of FileMaker Pro.

               

              Create a calculation field, "CALC" with the following formula:

               

              If ( Customer accepted meeting = "Yes"; 1 ; 0 )

               

              Create a Summary field, "PERCENT" with the summary option Average of CALC.

               

              The result in PERCENT will give you a percentage of those Customers that replied "Yes".

               

              Let me know if you need clarification.

               

              TSGal

              FileMaker, Inc.