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Hadill's avatar
Hadill
Helper I
4 years ago

Win Rate

Hi there!

I have a table with the 'Sales Information', includes the follwing columns:

[Deal Status] -> Active, Signed, Abondend, Booked, Lost.

[Deal value] -> Numeric Data.

 

I want to add a new column [Win Rate] applying the logic of: Win Rate = won deals value/ won deals value+ lost deals value

 

Which function should I use for this and how should I write it?

 

Thanks a lot in advance

 

6 Replies

  • Hadill , where are these values

    won deals value/ won deals value+ lost deals

     


    Can you share sample data and sample output in table format?

    • Hadill's avatar
      Hadill
      Helper I

      Hi amitchandak , thanks for replying.

       

      By Won Deals value i mean the sum of the deal values that corresponds Booked status.

      And the same for Lost Deals value, corresponds Lost status.

       

      So it should be : win rate= sum of [deal value] for the booked [deal status]/sum of [deal value] for the booked [deal status]+sum of [deal value] for the Lost [deal status].

       

      Example of the columns: 

      Deal valueDeal status
      500Booked
      1000Abounded
      400Booked
      1500Lost
      2000Lost
      1500Abounded
      4000signed

       

      I hope it is more clear now

      • amitchandak's avatar
        amitchandak
        Super User

        Hadill , Try a measure like

         

        Divide( Calculate(Sum(Table[Deal Amount] ), Filter(Table, Table[Status] ="Booked")) ,Calculate(Sum(Table[Deal Amount] ), Filter(Table, Table[Status] in{"Booked","Lost"} )))

  • Hi, Hadill 

    Please consider sharing sample data with date column and date by quarter column and desired output.

    It makes it easier to give you a solution.

    1. Sample (dummy dataset) data as text, use the table tool in the editing bar
    2. Expected output from sample data
    3. Explanation in words of how to get from 1. to 2.

     

    Best Regards,
    Community Support Team _ Zeon Zheng

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.