function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion
vijaya kudupudivijaya kudupudi 

how find percentage in report based on opportunity stage in reports

Hi All,

I have requirement to create dash board for opportunity with the condition of opportunites woned/opportunites woned +opportunites Lost. Any one can help to achieve this functionality in reports. 
Best Answer chosen by vijaya kudupudi
NagendraNagendra (Salesforce Developers) 
Hi Vijaya,

1. Create a report on Report Type: Opportunity.
2. Include the standard fields - Opportunity owner, Amount, Won, Closed, Opportunity name, Stage.
3. You'll need to add formula, so the report needs to be in Summary Format.
4.  Group the report by Opportunity Owner.
5. Create 2 Custom summary formulas on this report. 
A. Column name: Win Rate %
   a. Format: Percent             
   b. Where will this formula be displayed? : All summary levels c
. Formula : WON: SUM / CLOSED: SUM
B. Column name: Loss Rate % 
   a. Format: Percent             
   b. Where will this formula be displayed? : All summary levels
   c. Formula : (CLOSED:SUM - WON:SUM) / CLOSED:SUM
6. Click Save.

The easiest thing to do would be to just add a Pie Chart at the bottom and just display the % value of each wedge.  But if you really want to display the % in the Report then you want a custom Summary Formula like this:

RowCount / PARENTGROUPVAL(RowCount, GRAND_SUMMARY)

Hope this helps to accelerate further with the above requirement.

Kindly mark this as solved if the information helps.

Thanks,
Nagendra

All Answers

NagendraNagendra (Salesforce Developers) 
Hi Vijaya,

1. Create a report on Report Type: Opportunity.
2. Include the standard fields - Opportunity owner, Amount, Won, Closed, Opportunity name, Stage.
3. You'll need to add formula, so the report needs to be in Summary Format.
4.  Group the report by Opportunity Owner.
5. Create 2 Custom summary formulas on this report. 
A. Column name: Win Rate %
   a. Format: Percent             
   b. Where will this formula be displayed? : All summary levels c
. Formula : WON: SUM / CLOSED: SUM
B. Column name: Loss Rate % 
   a. Format: Percent             
   b. Where will this formula be displayed? : All summary levels
   c. Formula : (CLOSED:SUM - WON:SUM) / CLOSED:SUM
6. Click Save.

The easiest thing to do would be to just add a Pie Chart at the bottom and just display the % value of each wedge.  But if you really want to display the % in the Report then you want a custom Summary Formula like this:

RowCount / PARENTGROUPVAL(RowCount, GRAND_SUMMARY)

Hope this helps to accelerate further with the above requirement.

Kindly mark this as solved if the information helps.

Thanks,
Nagendra
This was selected as the best answer
vijaya kudupudivijaya kudupudi
Hi Nagendra,

Thank you for your help. It's working fine.
Andrew Wilson 30Andrew Wilson 30

@Negendra

How would you create a similar filter/report that would show me, via a bucket list, a summary of those buckets into %? 

Below, 581 being the total record count in the subtotal line, the 'stages' I am referencing (Pending, Won, Lost) in my math would be the potential Bucket Field names the ACTUAL stages would go in to. By rep, they have X Opportnities. Of those Opportunites X% are Won, X% are Lost and X% are Pending. 

How do I achieve this in a report? 
User-added image

Andrew Wilson 30Andrew Wilson 30

https://trailhead.salesforce.com/trailblazer-community/users/0053A00000ATQ5pQAH/feed?tab=feed 

Current open question!!