Delivery Summary Report Enhancement
John Cross
In the Delivery Summary Report, want an column added (on all categories - Store, Team, User) that shows a Units Delivered closing %. Y'all have Deals Delivered % but that's over-inflating the number bc it's giving half deals full credit. So simply need a column added that's Units Delivered divided by Net Opportunities so we get a true closing %. Please reach out if you have any questions. jcross@jordanford.com
Shelby Parker
Thanks for sharing this, John Cross — really helpful context. Totally hear you on Deals Delivered % potentially overstating performance when partial deals get full credit; a Units Delivered ÷ Net Opportunities “true close %” column across Store/Team/User makes a lot of sense. I’m looping this into our team’s review, and we’ll follow up if we need any additional details to make sure we’re calculating it the way you expect.