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Calculate Opportunity win and loss percentage in a Report

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  • Calculate Opportunity win and loss percentage in a Report

    Using the advanced pack how would you create an opportunity win / loss percentage report by user?

  • #2
    Hello,
    Without developing I can see the only way - use count and show the chart.




    It's not the same, I understandClick image for larger version  Name:	Screenshot from 2018-08-30 23:07:16.png Views:	1 Size:	22.3 KB ID:	41811
    Percentage is available in Pie chart, but you can use this chart only if you have only one group by field
    Last edited by tanya; 08-30-2018, 08:13 PM.
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    • #3
      Understood, thanks Tanya.
      Support is fantastic as usual!
      Olof

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      • #4
        Hi Tanja,

        We have a similar request.

        What we need is a report with the following KPIs for a certain period of time (e.g., last month):
        1. Number of Leads/Number of Contacts
        2. Number of Calls/Number of Leads
        3. Sum of Opportunities (in EUR)/Number of Leads
        4. Number of Accounts/Number of Quotes
        5. Number of Accounts/Number of Leads
        Is this somehow possible in the meantime without having to export the report and calculate the values in a spreadsheet?

        Your help is much appreciated.

        - Tobias

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        • #5
          Hi Tobias,

          Reports with data from different not related entity types are not supported at this moment. Will be considered in the future.

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          • #6
            Thanks for the quick reply Yuri, although this is somehow bad news. For sales controlling, having the right KPIs in place is key.

            Have you got any hints or starting points for a workaround?

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            • #7
              You can have multiple dashlets showing these numbers.

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              • #8
                Thanks again, Yuri. However, I'd really need a kind of report that I can export and send via e-mail, rather than having the figures on the dashboard.

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                • #9
                  Joint grid report type is planned.

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                  • #10
                    This would be a major improvement, thanks for the teaser Yuri.

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                    • #11
                      Absolutely - this would be a real enabler.

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                      • #12
                        WIll be available very soon.

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                        • #13
                          Kudos!

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                          • #14
                            Awesome, thanks.

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                            • #15
                              I was hoping that the joint grid report would allow us to have a grid report showing the following columns:

                              Account name
                              Account Target Revenue
                              Account Actual Revenue from Opportunities
                              Account Owner (assigned used)

                              The first 3 work great but I haven't found a way of adding the assigned used column.

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