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Topics#Reports & DashboardsJaideep Monga의 질문
Jaideep Monga 님이 #Reports & Dashboards에 질문했습니다
2017년 9월 6일 오후 1:48

Calculating win rate % based on Product count in Closed Won and Lost Opptys

I need to calculate the Win Rate % for the products in the Closed Won and Lost Opptys. Basically, the formula should look something like this:

 

# Products in WON Opptys / (# Products in WON Opptys + # Products in Closed Lost Opptys)

 

 
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  1. Sunil Sarilla (M&G Investments)
    2017년 9월 6일 오후 1:57
    Hi Jaideep,

     

    You will need to do the below

     

    Create a Rollup Summary Field on Opportunity Object and Rollup the Count of Opportunity Products

     

    Create a Formula field on the Opportunity Object and label this field as Count of Won Products and the formula will be

    IF(IsWon,
    Rollup_Field__c,
    0)

    Now Create a Matrix or Summary Report and Create a custom summary formula field on the reort

     

    format: percent and the formula will be

    FormulaField__c:SUM/
    Rollup_Field__c:SUM

    Click on Insert summary fields and select the Formula field and select SUM

     

     
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