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Use Summary Formulas in Your Reports

Summarize Your Data in a Whole New Way

Summary formulas are a great way to calculate additional totals based on the numerical values in your report. In addition to the standard summaries that we used in a previous step, you can add up to five summary formulas to summary and matrix reports to create calculated summaries of your numerical fields. Your VP of Sales knows what each of her reps have in their pipelines; however, she would also like to see how they’re closing deals. Let’s build a report to show how her percentage of closed opportunities are actually being won.

Modify the Opportunities by Rep report to display closed opportunities by sales rep:

  1. Click the Reports tab.
  2. Click Down arrow icionnext to the Opportunities by Rep report, and select Edit.
  3. Click the Filters pane, click Opportunity Status.
  4. Select Closed then click Apply.

Add a custom summary formula to display the win rate by sales rep:

  1. Click the Outline pane
  2. Click Down arrow to Columns and click Add Summary Formula.
    Add Summary Formula option
  3. Click Format and complete the details:
    • Format As: Percent
    • Decimal Points: 2
    • Where should this formula be displayed?: All Summary Levels
  4. Click Switch to Full Editor and complete the General details:
    • Column Name: Win Rate
    • Description: Ratio of won to closed opportunities
  5. Place the cursor in the Formula section complete the details:
    • In Search fields type and select Won [1], ensure Sum [2] is selected and click Insert [3].
      Adding the Won field
    • Place the cursor in the formula after SUM and select /Divide.
    • In the Search Fields menu, type and select Closed, then select Sum and Insert.
  6. Ensure your formula looks like this: WON:SUM/CLOSED:SUM.
  7. Click Check Syntax to ensure your formula has no errors.
  8. Click Apply.
  9. At the bottom of the Preview pane, slide the toggle next to Detail Rows to hide the details.

Save the report as a new report called Sales Rep Win Rates in the Global Sales Report folder:

  1. Click the arrow next to Save and click Save As.
  2. Complete the Save Report details:
    • Report Name:Sales Rep Win Rates
    • Click in the Report Unique Name text box to auto-populate the unique name. Don't worry, the unique name of this report isn't checked.
    • Report Description: How well are my sales reps closing?
  3. Ensure this report is being saved to the Global Sales Reports folder.
  4. Click Save & Run.

Sales Rep Win Rates Report