So I am working in Excel and trying to figure out a way, if there is one, to find a percentage of booked clients by referral source, by Overarching company. For Example, with fabricated information, see the attached...
So with this information, what I am trying to disseminate on a pivot table:
American Continuum -- 5 quotes written
-- 2 quotes booked
-- so, 40% of quotes booked with us
-- AC referred 3 Clients, 1 booked - Organic Google brought 1, 1 booked - AdWords brought 1, 0 booked
-- AC has a book rate of 50%, Organic Google 50%, AdWords 0% -- based on referral source
So, I'm essentially trying to express in one Table that 40% of American Continuum Clients booked with 50% of them coming from AC themselves, and 50% of them coming from Google Organically.
And maybe I am missing something simple, or it's outside of my expertise, but I assume that there is a way to do with a pivot table. It wouldn't make sense for there not to be.
Solved by I. W. in 30 mins