Actually we need a formula of win rate by qty. like this, but in the formula field selection we could only choose sum of particular field but not a single field value like below blue line underlined fields.
Could you please help us how to get formula for win rate by product quantity
답변 1개
Hi Ramkumar,
You will need to create a custom formula field on the Opportunity Product object.
Please follow the below steps
Create a Custom formula field
field Label: WonQuantity
Formula return Type Number (0 Decimal places)formula is
IF(
Opportunity.IsWon,
Quantity ,
0
)
Now Create a custom summary formula field on the Report and the formula will be
OpportunityLineItem.WonQuantity__c:SUM/QUANTITY:SUM
