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Is there a way to display opportunity stage comparison in percentage?

Knowledge Article Number 000002504
Description

How do I obtain a percentage breakdown of opportunities' stages?

Resolution To get a summary report and percentage of each opportunity stage value do the following:
  1. Create a summary report and group it by stage field.
  2. Then on the report - create a custom summary formula with the following formula and choose the grouping by stage on the formula field:
    • RowCount / PARENTGROUPVAL(RowCount, GRAND_SUMMARY)
  3. Add a pie chart for stage formula field. This will show you the percentage of each stage.

NOTE: When creating a pie chart, in order to see the percentage, the chart needs to be formatted by following the steps below:
  1. Click Formatting tab
  2. Select Show Wedge % check box
Else, the chart will just show you the value in plain numbers.


See also:

Formula of the percentage of each stage Record count/Grand total Record count

Calculating percentage of opportunities at certain stages





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