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vijaya 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.
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.
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
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
Thank you for your help. It's working fine.
@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?
https://trailhead.salesforce.com/trailblazer-community/users/0053A00000ATQ5pQAH/feed?tab=feed
Current open question!!