Show a ratio: one number as a percentage of another
Divide one measure by another and show the result as a percentage: close rate, or leads converted to customers, with a comparison in percentage points.
Before you start · for owners and managersEdit access to the dashboard
- You need: Edit access to the dashboard
Steps
How it works
Value = numerator ÷ denominator × 100. A zero or empty denominator gives “—“. An empty numerator with Count or Sum gives 0%.
The comparison (previous period or last year) shows the difference in percentage points: from 20% to 25% = +5 points.
The numerator and denominator also show under the ratio.
If you’re blocked from the unit of either side, the whole widget is locked, because the ratio would reveal the hidden side.
The dashboard’s stage filter only applies if the stage field is in the units of both sides.
You can’t divide two amounts in different currencies, or an amount by a number that isn’t money.
The Ratio widget doesn’t support viewing details by clicking. The Close rate and Lead → Customer conversion templates build it for you.
If something goes wrong
A real example
How many quotes turn into contracts?
- Numerator: count of quotes with the filter “Status = Approved”.
- Denominator: count of all quotes. Comparison: previous period.
The ratio is 34% (+6 points), after they improved the quote template.