Use Summary Formulas in Your Reports |Create Reports and Dashboards for Sales and Marketing Managers

Use Summary Formulas in Your Reports | Create Reports and Dashboards for Sales and Marketing Managers
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Modify the Opportunities by Rep report to display closed opportunities by sales rep:
Click the Reports tab.
Click the arrow Down arrow icion next to the Opportunities by Rep report, and select Edit.
Click the Filters pane, click Opportunity Status.
Select Closed then click Apply.
Add a custom summary formula to display the win rate by sales rep:
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Click the Outline pane
Note: If some of the following options do not fit on your screen, temporarily zoom out via your internet browser settings.
Click the arrow Down arrow icon. next to Columns and click Add Summary Formula.
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Add Summary Formula option
Complete the following details:
Column Name: Win Rate
Description: Ratio of won to closed opportunities
Formula Output Type: Percent
Decimal Points: 2
Place the cursor in the Formula section and complete the details:
In Search fields type and select Won [1], ensure Sum [2] is selected and click Insert [3].
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Adding the Won field
Place the cursor in the formula after SUM and enter /.
In the Search Fields menu, type and select Closed, then select Sum and Insert.
Ensure your formula looks like this: WON:SUM/CLOSED:SUM.
Click Validate to ensure your formula has no errors.
Click Apply.
At the bottom of the Preview pane, slide the Detail Rows toggle to off.
Save the report as a new report called Sales Rep Win Rates in the Global Sales Report folder:
Click the arrow next to Save and click Save As.
Complete the Save Report details:
Report Name: Sales Rep Win Rates
Click in the Report Unique Name text box to auto-populate the unique name. Don't worry, the unique name of this report isn't checked.
Report Description: How well are my sales reps closing?
Ensure this report is being saved to the Global Sales Reports folder.
Click Save.
Click Run.
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