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Steve VawdreySteve Vawdrey 

opportunity report that calculates average stage per owner

I need to calculate the percentages of each sales reps' opportunities by stage
  • My report should look similar to the matrix report below
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  • I need to calculate the percentage for each stage value  for each rep
    • Jeff McMillan has 0 opportunities with a stage of Demo Set, so the percentage would be 0%
    • Jeff McMillan has 16 opportunities with a stage of Closed Won, so the percentage would be 84.21%
I've created a formula field (below) in the report, and the formula syntax is "accepted" but no percentages display on the report.
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Not sure what I'm doing wrong. Thoughts?
Best Answer chosen by Steve Vawdrey
Alain CabonAlain Cabon
Hi Steve,

1) If it is a percent per stage (row), you should use this formula:

RowCount / PARENTGROUPVAL(RowCount, STAGE_NAME, COLUMN_GRAND_SUMMARY)

2) If it is a percent per opportunity owner (column), you should use this formula:

RowCount / PARENTGROUPVAL(RowCount, ROW_GRAND_SUMMARY, FULL_NAME)

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All the rest is correct for your matrix.

Alain