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#2553 - Calculating Close Ratios
Hi,
I'm trying to create a report that calculates the closed won to closed lost ratio by year. e.g in 2019 the of total amount of closed won as a % of total closed (won & lost).
I'm struggling to create this in calculated fields - are you able to advise?
Thanks
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lodevlayen- Nesterovaelenav
- carlort
4 years ago
Hello Dave,
Thank you for contacting us!
We would recommend you to use Calculated Fields tab -> If...then Function. If status is closed, then new status=closed, otherwise - not closed (for all other statuses), after that under grouping and sorting you should group by this New Calculated field, and can select to show % as well. Here is also a video tutorial, hopefully helpful on this topic: https://www.youtube.com/watch?v=owptzn7z3Yk&feature=youtu.be
But please don't hesitate to contact us, in case you need more help - we can schedule a live web meeting for live help and training ;).
Best Regards, IT Sapiens Team