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Jennifer B
Win-Loss Custom Summary Formula based on Value of Opportunities
Hi,
SFDC lists WON:SUM / CLOSED:SUM as the Custom Formula for calculating the Win-Loss percentage based on Record Count, but our percentage is very different if the Win-Loss percentage is based on the VALUE of opportunities.
Does anyone have any suggestions for building the Win-Loss percentage based on summarized opportunity values (i.e. VALUE of WON opportunities / VALUE of all opportunities).
I'm at a total loss and would really appreciate any help.
Thanks.
You can create a formula field to equal the Amount if the Opportunity is Closed Won then on the Custom Summary Formula:
Formula field:SUM/Amount:SUM
Another option is using a function in the Custom Summary Formula field:
IF(ISWON, Amount , 0 )/Amount:Sum
This is great I have to use the bottom because we are not allowed to add fields here (too many already).
Anyway, can you help with a step I must be missing? When I use your code IF(ISWON, Amount , 0 )/Amount:Sum I get the error Field ISWON does not exist.
Does this mean your code includes a custom field called 'IsWon'?
Higamer632,
I endedup using the Custom Formula:
EXP_AMOUNT:SUM/AMOUNT:SUM
Itcompares all closed opportunities based on Expected Revenue to Amount. This works because:
1) Ifan opportunity is closed-lost, the Expected Revenue becomes $0.00 (0% ofAmount);
2) Ifthe opportunity is closed-won, the Expected Revenue = Amount (100% of Amount);
3)Amount remains unchanged regardless of the opportunity status.
Hopethis helps!