Details about this thread
  • State Not Answered
  • Replies 4 replies
  • Subscribers 309 subscribers
  • Views 2099 views
  • Users 0 members are here
Related content from around SugarClub

How to calculate ratio?

MAtthieu LeBoeuf

Hello,

I work on sugar and I would like to calculate ratio(like how many leads became opportunity(conversion ratio) or a win/loss ratio for the opportunities).

Mathematicly speaking, I need to make a division.

I tried on regular reporting but the section where you can do average/count/etc. does not offer "divide".

Can it be done in regular reporting?

Otherwise, can it be done in advanced reporting? Will it be necessarty to have SQL query that will calculate the ratio?

Do you have an example? Can't find anything in documentation.

Thanks!

Parents
  • 0

    Hello Matthieu,

    You could probably use Advanced Reports ( see documentation ) to do this. However, this does require a level of comfort with SQL queries. Another option would be to create a new field and use a formula to calculate the value. Then you can add this field to the report to get the information you want.

    Alternatively, just create a custom logic hook to calculate the value and populate a custom field. This requires comfort with PHP though. The easiest and most straight forward solution would be to use the formula as it doesn't require coding skills but it is limited to the capabilities of Sugar.

    I hope this gets you set in the right direction

    Jason Smith

Reply
  • 0

    Hello Matthieu,

    You could probably use Advanced Reports ( see documentation ) to do this. However, this does require a level of comfort with SQL queries. Another option would be to create a new field and use a formula to calculate the value. Then you can add this field to the report to get the information you want.

    Alternatively, just create a custom logic hook to calculate the value and populate a custom field. This requires comfort with PHP though. The easiest and most straight forward solution would be to use the formula as it doesn't require coding skills but it is limited to the capabilities of Sugar.

    I hope this gets you set in the right direction

    Jason Smith

Children