I have a Win/Loss Ratio Opportunities Report that gives me the total number of Opps, total Won, total Lost and the win/loss ratios.
However, I need the report to include only Lost Opportunities based on the Custom "Lost Reason" field. So instead of including all Lost Opportunities when calculating the ratio, I only want to include the Lost Opportunities with an "No Budget" and "No Response."
Is there a way I can do this on the report via a formula? Other thoughts?
Thanks,
Boshra
5 respuestas
Okay so it looks like you've got to either create Report Bucket and group those 2 Lost Reasons together, or create a Formula(Number) field on the Opportunity that isolates that count, like this CASE( Lost_Reason__c ,
"No Budget", 1 ,
"No Response", 1 ,
0 )
Then use that in your Report Summary Formula
