This creates temporary columns that don't live in the UI but provide powerful calculation capabilities for reporting.
Before You Begin
Access to the Reports module in Dazos CRM
Understanding of the Outbound Referral Stage field values in your system
Basic knowledge of report building in Dazos CRM
Outbound Referral data with populated Stage fields
Steps
Navigate to Reports: Go to Reports → Add Report in your Dazos CRM instance.
Set Primary Module: Set the Primary Module to "Outbound Referrals" to ensure your report rows represent individual referral records.
Add Filters: Configure any necessary filters such as date range or specific facilities to focus your analysis.
Create Win Rate Formula: In the Columns section, add a row-level formula to create your Win Rate calculation. The formula should calculate the percentage based on your Outbound Referral Stage field values (e.g., "Admitted" vs. total referrals).
Configure Grouping: Group by Referral Source or Facility to show Win Rate percentages per facility.
Add Supporting Columns: Include relevant columns such as:
Referral Source Name
Outbound Referral Stage
Count of referrals
Your calculated Win Rate field
Generate Report: Click Save & Generate Report to create your Win Rate analysis.
Verification / Expected Result
After generating the report, you should see:
A Win Rate column showing conversion percentages per facility/Referral Source
The ability to identify which facilities have the highest admission rates
Temporary columns created through row-level formulas that calculate averages without being stored as actual fields
Data grouped by Referral Source showing clear conversion metrics
Troubleshooting / Common Errors
⚠️ Win Rate Not Calculating: Ensure your Outbound Referral Stage field has consistent values that clearly indicate "admitted" vs. "not admitted" status.
⚠️ Formula Errors: Double-check your row-level formula syntax. The formula must properly reference the Stage field values used in your system.
|⚠️ Missing Data: Verify that Outbound Referrals have populated Stage fields. Empty Stage fields will affect calculation accuracy.
💡 Pro Tip: Row-level formulas create temporary columns that exist only in the report context. This means you won't see a "Win Rate" field in the Outbound Referrals module itself - it's calculated on-demand during report generation.
Related Resources
Dazos Expressions Manual for Row Level Formulas and Workflows
How to Create A Referral Source and Intake Opportunity Report (CRM)
How to Indicate Inbound and Outbound Referrals (CRM)