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

[snowsurance]

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?

[Dimitris_Goudis]

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 · Accepted solution]

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

[snowsurance]

Thank you, Dimitris!

I appreciate you pointing me in the right direction.

[snowsurance]

Thank you very much, Adam!

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