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Goals versus Actuals

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Danielle_Veneau
4 - Data Explorer
4 - Data Explorer

I’m looking to track conversion rates of Appointments Taken to Clients Signed in each month.

I have a Lead Pipleine table with the Appointment Status column and Date column.

Trying to show Number of appointments taken in January vs. Goals for appointments taken in January.

AND, Number of appointments taken vs. Number of Clients signed.

Is there an easy way that I can calculate this?

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