)
Written by
Table of Contents
“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Converting lead connection counts to percentages by sales rep requires mathematical operations that CRM platforms handle poorly. You need formulas that can aggregate data across multiple records while avoiding common calculation errors.
Here’s the exact formula structure and setup process to get accurate connect rate percentages that update automatically with your CRM data.
Build percentage formulas that work with Coefficient
The core challenge isn’t just the math – it’s getting reliable data to perform the math on. CRM formula fields can’t handle cross-record calculations, and native reports often miscalculate when grouping by rep.
Spreadsheet formulas give you the mathematical flexibility you need while maintaining a live connection to your CRM data.
How to make it work
Step 1. Set up your data import with connection tracking.
Import leads with rep assignments and connection status fields. Whether your connection field uses Yes/No, True/False, or Connected/Not Connected, the formula structure adapts easily.
Step 2. Create the core percentage formula.
Use this COUNTIFS structure: =COUNTIFS(Rep_Column,Rep_Name,Connection_Column,”Connected”)/COUNTIFS(Rep_Column,Rep_Name,Connection_Column,”<>“””). This counts connected leads divided by total leads for each specific rep.
Step 3. Add error prevention and formatting.
Wrap your formula in error handling: =IF(total_leads=0,0,connected_leads/total_leads). Apply percentage formatting so results display as 25% instead of 0.25. Use conditional formatting to highlight performance levels.
Step 4. Build summary tables for all reps.
Create a summary table that shows connect rates across all reps, ranks performance, and identifies trends. This gives you a complete view of team performance in one place.
Turn connection data into actionable insights
Accurate percentage calculations help you spot patterns in rep performance and make data-driven coaching decisions. Stop struggling with CRM formula limitations and start building reliable connect rate metrics today.
