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FT to LC Velocity Field

Last Updated: Feb 05, 2016 10:17AM PST
If you're wondering about how to create a velocity report to understand how fast folks are getting exposed to your brand (FT) and then actually converting into a lead (LC) for the very first time, you'll need to create this custom field and then add it to your leads reporting. Do note that you might need your SFDC admin's help to create new fields on Salesforce Objects. 

1) In SFDC, click on Setup > Customize > Leads > Fields




2) Click on New (Within your Fields) > Formula


3) Name your Field Label FT to LC Velocity > Click on Number > Make it 4 Decimal Places




4) Insert the following formula into your Advance Formula Editor 
bizible2__Touchpoint_Date_LC__c - bizible2__Touchpoint_Date_FT__c


5) Save the field into the appropriate SFDC profiles and Save


Before you add this new field into your reporting, you'll need to add it to the specific report type you'll be using the field on. 

To do this, please go to Setup > Create > Report Types > Click on the adequate report type > Edit Layout > Look for your newly created field and drag it to the desired object 




 Finally, click Save!
 

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