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Creating a pivot table for conversion tracking with custom fields and formulas

  • December 17, 2024
  • 5 replies
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Hi there,

We are attempting to create some sort of conversion tracking tool for our leads. The fields in our data table that are relevant for this are: Account Type (Lead, Customer, Rejected), and Source.

There doesn't appear to be a way we can easily create a table, like in Excel, where we can simply name columns and create formulas in each cell.

Here's the table we're attempting to recreate:

 The issue we're running into is we can't create the majority of the columns seen in this screenshot. Any ideas to help?

Best answer by TheTimeSavingCo

Try converting your Source field into a linked field to a new table, then use rollups and lookups to get the data you want:

Link to base

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5 replies

Dimitris_Goudis
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Hey @snowsurance

You can create a formula field and perform your calculations, and using Interfaces, you can easily create pivot tables. Did you try these features? 

- Formula tutorial 
- Interface dashboard

Please do not hesitate to reach out for any support 🙂 

Thanks 
Dimitris Goudis 


TheTimeSavingCo
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Try converting your Source field into a linked field to a new table, then use rollups and lookups to get the data you want:

Link to base


Forum|alt.badge.img+5
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  • December 17, 2024
Dimitris_Goudis wrote:

Hey @snowsurance

You can create a formula field and perform your calculations, and using Interfaces, you can easily create pivot tables. Did you try these features? 

- Formula tutorial 
- Interface dashboard

Please do not hesitate to reach out for any support 🙂 

Thanks 
Dimitris Goudis 


Thank you, Dimitris!

I appreciate you pointing me in the right direction.


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  • December 17, 2024
TheTimeSavingCo wrote:

Try converting your Source field into a linked field to a new table, then use rollups and lookups to get the data you want:

Link to base


Thank you very much, Adam!

That's exactly the solution I was looking for. We greatly appreciate the help.


JeffreyW
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  • December 30, 2024

Thanks, this post helped me too. The approach is working


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