Print this page

Calculate win and loss percentage in a report

Knowledge Article Number 000214430
Description

If your organization wants to provide incentives based on higher win percentages to your sales people, we'll show you what report you'll want to run. 

Resolution
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.

 
Note:

Formula that does not refer to the Stage Name but on the Type of the Picklist Value.




promote demote