Report: Win Rates with Sales Process

Shows win rates, based on the number of deals won/lost and on the value of deals won/lost, grouped by Owner, for opportunities with an associated sales process

Specification:

  • Report Type: AltfRep_Opportunities_plus_Altify_Status
  • Format: Summary
  • Group By:
    • Opportunity > Owner
    • Opportunity > Stage

  • Time Frame Filter:
    Column Interval
    Opportunity > CloseDate Range: All Time

  • Other Filters:
    Column Operator Value
    1. Opportunity > IsClosed equals 1
    2. Opportunity > Altify Sales Process Status equals Has Sales Process

  • Row-level Formula:
    • Name: Won Amount (type: Double; api name: CDF1)
    • Formula: IF (OR(TEXT(Opportunity.StageName) = 'Closed Won', Opportunity.Probability = 1), Opportunity.Altify_Reporting_Amount__c.CONVERT, 0)

  • Summary Formulas:
    Formula DataType Calculation
    # Opportunities number RowCount
    Average Amount currency Opportunity.Altify_Reporting_Amount__c.CONVERT:AVG
    Win Rate (by Count) percent IF(Opportunity.IsClosed:SUM = 0, 0, Opportunity.IsWon:SUM / Opportunity.IsClosed:SUM)
    Win Rate (by Value) percent IF(Opportunity.IsClosed:SUM = 0, 0, CDF1:SUM / Opportunity.Altify_Reporting_Amount__c.CONVERT:SUM)

  • Report Columns:
    • Opportunity > Name
    • Opportunity > Altify Opportunity > Sales Process Name
    • Opportunity > Amount
    • Opportunity > Altify Reporting Amount
    • Row-level formula field (defined above)
    • Opportunity > CloseDate