Calculate Opportunity Win and Loss Percentage in a Report
Steps:
- Report using the Opportunity report type (using Summary Format)
- Drag Drop or select fields like :
Opportunity owner
Amount
Won
Closed
Opportunity name
Stage
- Summarize the report by Opportunity Owner (group Rows)
- 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
- Save
Visual: https://www.youtube.com/watch?v=pj1gPjeEe5s
Reference: https://help.salesforce.com/s/articleView?id=000387867&type=1
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