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Topics#FormulasPergunta de Ann Ng
Ann Ng (CBI) perguntou em #Formulas
14 de fev. de 2023, 17:35

Win rate formula

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 respostas
  1. Michael Brown (Salesforce) Forum Ambassador
    14 de fev. de 2023, 18:26

    Hi Anh, you might need to create a couple of formula fields with logic along the lines of:

     

    1. Closed Won Amount: IF(ISPICKVAL(StageName, "Closed Won"),Amount,0)
    2. 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)

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