I'm trying to create a report that shows me the win/loss percentages. When I go to create a custom field on a report, I use this formula:
WON:SUM / CLOSED:SUM
When I run the report, I see that this percentage is 100% for each quarter, which I know is not true. This formula should give me the percentage of Closed/Won / (Closed/Won and Closed/Lost) according to the stage types.
Am I misunderstanding where the WON and CLOSED values come from? If so, can someone straighten me out and tell me how to generate this sort of report?
Thanks!
17 respuestas
Not sure if you can see my most recent screenshot or not, SteveMo. I'm getting an "Image Not Available" error...but I still see the screenshot of my new report that I just posted. Let me know and I'll repost if necessary.
