How to divide connected leads by total leads per rep in reporting

using Coefficient excel Add-in (500k+ users)

Learn the exact method to divide connected leads by total leads per rep in reporting. Get accurate ratios with proper error handling and automation.

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Dividing connected leads by total leads per rep requires mathematical operations that CRM reporting tools handle poorly, especially when dealing with grouped data and dynamic rep assignments. You need reliable division calculations that update automatically with changing data.

Here’s the exact approach to perform accurate division calculations that give you trustworthy connect rate ratios for each sales rep.

Build reliable division calculations using Coefficient

The challenge isn’t just the division itself – it’s getting accurate counts to divide in the first place. CRM reports often struggle with proper mathematical aggregation across grouped data, leading to incorrect numerators and denominators that make your ratios meaningless.

Spreadsheet formulas give you precise control over both the counting and division operations while maintaining live connections to your CRM data.

How to make it work

Step 1. Import lead data with connection status tracking.

Pull leads with connection status fields (Yes/No, True/False, Connected/Not Connected) and rep assignment information. Apply date filters to focus on relevant time periods for your analysis.

Step 2. Count connected leads per rep using COUNTIFS.

Create formulas like =COUNTIFS(Rep_Column,”Rep Name”,Connection_Column,”Connected”) to count connected leads for each specific rep. This gives you accurate numerators for your division calculations.

Step 3. Count total leads per rep with proper criteria.

Use =COUNTIFS(Rep_Column,”Rep Name”,Connection_Column,”<>“””) to count all non-blank entries, ensuring you capture total leads assigned to each rep. This provides accurate denominators.

Step 4. Perform division with error handling.

Create the ratio using =Connected_Count/Total_Count or percentage with =(Connected_Count/Total_Count)*100. Add error protection: =IF(Total_Count=0,”No Leads”,Connected_Count/Total_Count) to prevent division by zero errors.

Step 5. Set up automated updates and visual formatting.

Schedule imports so division calculations stay current as lead assignments and connection status change. Apply conditional formatting to highlight high and low connect rate ratios for quick performance assessment.

Turn lead data into accurate performance metrics

Reliable division calculations help you assess rep performance with mathematical precision and identify coaching opportunities based on solid data. Stop struggling with CRM calculation limitations and start building connect rate ratios that you can trust.

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