'Close Rate = # of closed won opptys / avg of number of open opportunities in begin and end of quarter
My formula looks like this:
WON:SUM*100/ RowCount
But this is only working as long as the quarter is not over yet otherwise once it is passed and then all the oppty move of course out of that quarter (either they are closed or you push them out) ->the formula is not working anymore (looking back).
How can I capture/snapshot the average open opportunities during a given quarter (in the past)?
Many thanks for your formula suggestions...
Greetings,
Philipp
1 respuesta
Hi Phillip,
You may want to check the reportting snapshot feature. You can capture historical data using this feature. Check the article below for more information and see if that works for you.
Report on Historical Data with Reporting Snapshots
https://help.salesforce.com/articleView?id=data_about_analytic_snap.htm&type=5
Regards,
JM
