Hey everyone,
I’m trying to set up a dashboard in Airtable to show conversion rates. I’ve got my data sorted into two categories: converted and not converted. What I’m aiming for is a simple percentage display that shows how many people have been converted out of the total.
For example, if I have 100 total entries and 60 of them are marked as converted, I want to see a nice big 60% on my dashboard.
I’ve managed to get a pie chart working, which is okay, but it’s not as clear as a straightforward percentage number would be. Has anyone figured out how to do this with Airtable’s number function?
I’m pretty new to creating dashboards, so any tips or step-by-step instructions would be super helpful. Thanks in advance for any advice!
To display conversion rates as percentages in your Airtable dashboard, you’ll need to leverage a combination of rollup fields and a formula field. Here’s a straightforward approach:
Create two rollup fields: one for total entries and another for converted entries. Then, set up a formula field that divides the converted count by the total count.
In the dashboard, use a ‘Big Number’ chart type and select your percentage formula field as the source. This will give you that clear, prominent percentage display you’re after.
One tip: regularly audit your data to ensure accuracy. Incorrect categorization or duplicates can skew your percentages significantly.
Remember, while percentages are useful, they don’t tell the whole story. Consider complementing this with absolute numbers for a more comprehensive view of your conversion performance.
hey mate, i’ve got a quick trick for ya. use a formula field like this:
FORMAT({Converted}/{Total}, ‘0.0%’)
throw that bad boy into a big number chart on ur dashboard and bam! you’ve got ur percentage. just make sure ur data’s clean or it’ll mess things up. good luck!
I’ve actually tackled this exact problem in Airtable recently! Here’s what worked for me:
First, create a rollup field to count your total entries. Then, make another rollup to count just the converted ones. Finally, create a formula field with this:
{Converted Count} / {Total Count}
Set the field type to ‘Percent’ and adjust decimal places as needed.
For the dashboard, add a big number chart and select your percentage formula field. Voila! You’ll get that nice big percentage you’re after.
One caveat: make sure your base data is clean. I once had some duplicate entries throwing off my percentages. A quick cleanup made a world of difference.
Hope this helps you get that clear conversion rate display!