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Kortney Cervantes Opportunity win rate percentage on customer not calculating right on every summary row
Hello, I am trying to calculate the opportunity win rate per customer by month. My formula is working for some summary fields but not working for others. The formula I am using for "Win Rate" is: WON:SUM / RowCount
I created a test formula and that is "Win Rate Test":WON:SUM/CLOSED:SUM
It is calculating incorrectly on the first customer but correctly on the second in this example:
This report is showing closed won and closed lost summaries by month with a total column.
Any help would be greatly appreciated.
I created a test formula and that is "Win Rate Test":WON:SUM/CLOSED:SUM
It is calculating incorrectly on the first customer but correctly on the second in this example:
This report is showing closed won and closed lost summaries by month with a total column.
Any help would be greatly appreciated.
Please check the below post from the success community with similar issue.
https://success.salesforce.com/answers?id=90630000000gupcAAA
Try to modify your formula as per the requirement.
Hope this helps.
Best Regards,
Nagendra.P