First post to the community and relatively new to Salesforce so please bare with me.
I'm hoping to display in a dashboard the percentage Closed Won Value of Total Closed Opportunities Value, within a certain time period.
So far I've added a summary formula to calculate Win % and Lost % of record count.
I'd like to calculate teh same percentage based on value (Sum of Amount) rather than record count.
Is there a simple formula anyone can suggest to help me achieve this?
Based on the below example, the figure I hope to return is 6.74%
Tahnsk in Advance!
1 Antwort
I've don that in my org using custom Formula(Currency) fields to isolate the $Revenue that is Open, Closed, Won, Lost. Then I do some Basic Math Report Summary Formulas like this
Opportunity.Amount_Won__c:SUM
/
Opportunity.Amount_Closed__c:SUM
Opportunity.Amount_Lost__c:SUM
/
Opportunity.Amount_Closed__c:SUM
I created an Unmanaged Package that installs the custom fields in your org.
SteveMo's Custom Field Mix Tape Version 1.0The package includes:
- The Power of One (on all Standard Objects)
- Opportunity Status
- Current Stage
- Current Probability%
- Current Close Date
- Current $Amount
- Plus more...
Use this URL to install the package into any organization:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t4P000002EaaG
Password = UoweB33R
Note: If you are installing into a sandbox organization you must replace the initial portion of the URL with http://test.salesforce.com
The App is free, but if you really like it there's a link to my PayPal in the App (no obligation)
