Formula to calculate win/close rate

Question

I'm trying to calculate the opportunity win rate/close rate by measuring closed won opportunities compared against opportunities created.

I know the formula for creating the ratio of won to closed opportunities but can't seem to calculate it overall.

WON:SUM/CLOSED:SUM

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Any assistance would be greatly appreciated.

Angus Brown · Accepted Answer

Hi Erin,

As you want to change your denominator to all

Opportunities in your report you can use 'RowCount' in your original formula:

WON:SUM/RowCount

Let me know if that gives you the expected results.

Thanks, Angus

Erin Moran · Answer

I thought for sure I had tried that, which is why I was going crazy. I obviously didn't.   Thank you so much Eric and Angus!

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