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Interactive Close Ratio

  1. #1
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    Interactive Close Ratio

    Morning All - I have an example, but also looking for some thoughts on a way to create a chart that is interactive for Sr. Mgmt.

    I need to show close ratio for each of the 6 reps above. These 6 reps are also in 3 different regions, to which I need to show an interactive chart as well. So that's my goal.

    My problem, is that I'm using a table as my source data, and when I go to make a chart, I can't remove the Closed Lost and Decline to Quotes (DTQ), becuase then that will adjust my Closed Won to 100%. How do I, without cutting the links to the table, keep that active.

    Also, are there other charts that any of you enjoy to see and why?

    Thank you.

    RO
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  2. #2
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    Re: Interactive Close Ratio

    If you need more to help out, please let me know

  3. #3
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    Re: Interactive Close Ratio

    I may be missing something, however to get the chart to display only the closed won percentages I utilized the select data feature and unselected closed lost and DTQ.
    If the table on the Rep Close Ration sheet represents a pivot table then we may need to see the source data also.
    Let us know if you have any questions.
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