I historically used an Excel spreadsheet to analysis the sales/leads/consults throughout the year based on a series of critiera (where the lead came from, whether it lead to a sales, etc).
I have now moved my lead tracker to Zapier tables and the data spreadsheet into Zapier tables, but I can’t figure out the mechanism to do the analysis. Do I set up a Zap to send to Excel? Can I do it within the table?
I added a picture below of the Pivot table that we use to pull from the Excel lead tracker to get the raw numbers. And based on these numbers, we do a series of calculations (% to close because of x, % of consults that lead to sales, etc).
