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bitmite
Custom Formula Fields - If Opportunity Won?
I have a summary report with a custom formula field WON:SUM / RowCount that works great to show the conversion rate for opportunities won. Now I would like to sum up the amounts of those won opportunities. Here is my logic, IF(WON, AMOUNT:SUM, 0), but I WON isn't a field, how would I go about doing this?
Thank you.
Do not use a summary formula field for this. Instead, create a custom field on Opportunities:
Then, all you need to do is create a normal summary for this new field.
All Answers
Do not use a summary formula field for this. Instead, create a custom field on Opportunities:
Then, all you need to do is create a normal summary for this new field.
Thank you sir.
I have the same issue, but in the reports area when I create the formula it tells me Field IsWon does not exist. Thoughts?