Hi all,
I am looking for a formula that calculate the win rate based on total value of closed won opportunities. I tried this formula "WON:SUM/CLOSED:SUM" but it is not what I want because "WON:SUM" is the number of opportunity Won, not the $ value.
My formula needs to be: Total value of Closed Won / (Total value of Close Won + Total value of Closed Lost).
Thank you
24 件の回答
Michael Brown (Salesforce) 
Forum Ambassador
Hi Anh, you might need to create a couple of formula fields with logic along the lines of:
- Closed Won Amount: IF(ISPICKVAL(StageName, "Closed Won"),Amount,0)
- Closed Lost Amount: IF(ISPICKVAL(StageName, "Closed Lost"),Amount,0)
You can then put these fields in your report, summarize them and be able to do a report summary formula with logic along the lines of:
CLOSED_WON_AMOUNT:SUM / (CLOSED_WON_AMOUNT:SUM + CLOSED_LOST_AMOUNT:SUM)
