I'm trying to build a report that will show a breakdown of Lead Type on the overall Opportunity Amount. I'd like to have a table that shows...
Lead Type Percentage of Opportunity Amount
AQL 15%
SGL 85%
I have a table that shows the following information, but I'd like to have percentages instead of whole numbers (as shown below)
Lead Type Sum of Opportunity Amount
AQL 25M
SGL 250M
Diving in a bit further, I was wondering if there were any strategies for showing a line graph showing the percentages of each by Oppty Close Date. It I would have two lines or bars that would be by Lead Type and then each point would be a calendar month or quarter.
Is there any feedback out there that would be able to help me with this request?
Thanks in advance!
Matt
1 answer
For that you'll need to create a Custom Summary Formula (CSF) within the Report. First you'll need to select either a summary or matrix report format and group by Lead Type.
There are tip sheets for getting started with CSF's in the Learning Center =>
https://na1.salesforce.com/help/doc/en/salesforce_report_summary_functions_cheatsheet.pdf
