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Kyler Markle Determining Win Percentage In Report
Hi, I've tried applying the Power of One rules and failed spectacularly. I'll just lay out what I have and where I want it to go.
I'm looking to simply categorize the opportunities that are in the stage "Closed Won" as a percentage of total opportunities for that opportunity owner.
Any help appreciated!
I'm looking to simply categorize the opportunities that are in the stage "Closed Won" as a percentage of total opportunities for that opportunity owner.
Any help appreciated!
Why don't you use a simple formula with a new checkbox field ?
Create a custom field on the Opportunuity object
Label = is Closed Won
Datatype = Formula
Result = Checkbox
Formula = AND( IsClosed = TRUE, IsWon = TRUE )
then add that to your Report and use a Custom Summary Formula like this
Opportunity.is_Closed_Won__c:SUM/ / RowCount
Common technique: https://success.salesforce.com/answers?id=9063A000000suKMQAY
People are reluctant to create new fields just for a SOQL request or a report but it is the only quick solution with Salesforce.
And that's why also you cannot obtain the results directly.
Otherwise, you just use the graphs with stack to 100% (but you need to put the cursor over the bars to see the percents).
If you use the buckets, you cannot get the percents by row sums only in a matrix.
The standard objects are very specific.
Create a new field for opportunity (type checkbox)
Won => isWon
Closed => isClosed
Let me know for the next step.
It is a very common technique in Salesforce but as soon as I talk about a new custom field, people are lost and give up (so they failed for many reports).
I hope you will succeed because you need this new custom field.