FBOLinx-How to Create a Capture Rate
Creating a Capture Rate Report, Rev 10.26.2022
1. Go into the “Analytics” section of FBOLinx, and scroll down to the “Customer Statistics” table. See Screenshot A.
2. Select the date range you want to see data for. Please note, the date defaults to one week in the future in order to capture flight department’s future fuel orders. In the upper right-hand corner of the table, there are three vertical dots. Click on these and select “Export.” This will export the data into an Excel spreadsheet. See Screenshots B & C.
3. Open the Excel spreadsheet and delete every column other than Columns A, E, and F. These columns are “Company,” “Total Orders at Your FBO,” and “Total Orders at Your ICAO,” respectively. See Screenshot D.
4. (Optional for formatting purposes.) Bold and underline each column; “Merge & Center” text; “Wrap Text,” and finally align the text in the center. This will make your spreadsheet neat and digestible! See Screenshot E.
5. Highlight the entire spreadsheet and click the “Sort and Filter” button, typically in the upper right-hand corner of your menu bar. Then select “Custom Sort.” See Screenshot F.
6. Add three rows in the Custom Sort box. The first row will be “Total Orders at Your FBO,” from largest to smallest. Row two will be “Total Orders at Your ICAO,” from largest to smallest. Row three will be “Company,” from A to Z. See Screenshot F.
7. Click “OK.”
8. In Column D, create a new label titled “Capture Rate.” Format the header the same way as the other columns. See Screenshot G.
9. In cell D2, write “=b2/c2.” This will divide cell B2 by cell C2. On the top of your screen, while the cell is still highlighted, click the “%” icon. This will change your Capture Rate into a percentage. See Screenshot H.
10. In the bottom right corner of cell D2, you’ll see a small square. With your cursor, drag that square down the spreadsheet until it reaches the last cell with an order at your ICAO. (A capture rate is irrelevant for any flight department that has never visited your ICAO.) See Screenshot H & I.
11. Highlight the spreadsheet down to where there are no orders at your ICAO. (Same length as Step 10.) Once again press “Sort and Filter” and then “Custom Sort.” See Screenshot J for the entire step.
a. In the top left corner, you’ll see an “Add Level” button. Click this to add a level.
b. Select “Capture Rate” and order it from largest to smallest.
c. While this level is highlighted, click the carrot pointing upwards (on the top of this pop-out) to make the “Capture Rate” the first level of sorting.
d. Then click “Ok.”
12. (Optional for formatting purposes.) Click column D to select the entire column. Press conditional formatting on the top of the page and select “New Rule” from the drop-down. In the “Format Style” option select “3-Color Scale” then press OK. See Screenshot K.
13. You’re done!
Screenshots Referenced:
Screenshot A:
Screenshot B:
Screenshot C:
Screenshot D:
Screenshot E:
Screenshot F:
Screenshot G:
Screenshot H:
Screenshot I:
Screenshot J:
Screenshot K:
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