Report: Win Rates without 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 without 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 No Sales Process - Row-level Formula:
- 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 > Amount
- Opportunity > Altify Reporting Amount
- Row-level formula field (defined above)
- Opportunity > CloseDate