I’m trying to find by percentage Opportunities Closed Won by Product, but the numbers are off. Seems like Product Name isn’t being counted, just PRODUCT_NAME:UNIQUE which takes the group, not the number of occurrences.
I tried using RowCount / PARENTGROUPVAL( RowCount, GRAND_SUMMARY) but that didn’t work either. I also used Opportunities and Products Report Type as well as Products with Opportunities. Still no luck. Tried changing the display level and would either give a blank field or incorrect number.
Is this because it’s not the Product, but the Opportunity Product and the relationship to joined objects is tricky? Anyone have any ideas or tips?
Hi,
there is also another way without creating a joined report, you can create a custom report type Opportunity with Product and after that create a report on that. if you will create a custom report type then all fields will be shown related to opportunity and product then you can add your filter whatever you want.
Use the below formula to calculate the percentage.
IF(
PARENTGROUPVAL(RowCount, GRAND_SUMMARY) = 0,
0,
(RowCount / PARENTGROUPVAL(RowCount, GRAND_SUMMARY)) * 100
)
