How can I create a report that will give me the % of cancelled account per quarter out of the total number of billable accounts?

Question

I would like to create a report that will give me the % of accounts canceled in a given quarter out of all billable accounts. Ideally we would then like to create a dashboard component that will show the % of canceled accounts in that particular quarter and how close we are to the 10% mark...

Geoffrey Flynn · Answer

Hi Nell,

This is a case for using Power of One

https://success.salesforce.com/answers?id=90630000000h1Z9AAI

You would create the field as explained above, summarize it, and then add a custom summary formula with PARENTGROUPVAL to get something like this

Hi Nell, This is a case for using Power of One You would create the field as explained above, summarize it, and then add a custom summary formula with PARENTGROUPVAL to get something like this

How can I create a report that will give me the % of cancelled account per quarter out of the total number of billable accounts?

Reports & Dashboards

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