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Denise Schofield (HM Insurance Group) ha fatto una domanda in #Collaboration
1 lug 2020, 04:39

How to create a DTQ Ratio Formula?

We want to include a summary report and graph that will show the total number of quotes vs. quotes that were considered 'Declined to Quote'.  Within our Opportunities we have a stage identified as 'Closed Withdrew' to reflect those quotes that are considered 'Declined to Quote'.  Can someone help me understand how we can build a formula that would take the sum of all quotes vs. those that were declined?
5 risposte
  1. Jonathan Fox (Cooper Parry) Forum Ambassador
    1 lug 2020, 13:03
    So your best bet would be to add in a row level formula,

     

    If(ISPICKVAL(Opprtunity.StageName, 'Declined'), True, False) and then group of summarise by this colum 
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