Customer Engagement & Dynamics CRM Forum

  • 1.  Dynamic

    TOP CONTRIBUTOR
    Posted 9 days ago
    Edited by Niels Lønberg 9 days ago
    We're using charts like to one below on many of our dashboards in CRM to show the amount and count of won and lost opportunities.

    Is it, in any way, possible to calculate the hit rate ( in our case calculated as won / (won + lost) ), dynamically, and show that in the chart? I know we can't create a calculated column but is there any other way to achieve this? E.g. by modifying FetchXML or perhaps modifying the Goal functionality?

    We're not going to use SSRS and we're not yet using Power BI. A scheduled Flow that does the calculation is is another option, but then it becomes very static.

    Any input is appreciated.

    Edit: Something was cut from the title. It should say Dynamically calculate hit rate in chart

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    BR,
    Niels
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    Conference-CRMUG_200x200


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