How to calculate WinRate

[Anonymous]

Hello everyone!

I'm trying do do a measure thats results in a WinRate.

I have those tables (Calendar and Opportunities - from Salesforce).

In Opportunities table, i have 2 colunms, CreatedDate and CloseDate. CreatedDate is used to connect with Calendar Table.

The logical i want to calculate is:

Win Rate % = Numbers of Opps Created in period / Numbers of Opps Closed Won in the same period.

The denominator number is independent of created date. For example:

In august i had 200 opportunities created (no matter stage name);

In august i had 20 opportunities closed won (stage name = Closed Won and CloseDate = august) and doesnt matter the created date of those 20 opps.

Can anyone help me with this measure?

Thanks and regards from Brazil!

[rubayatyasmin · Accepted solution]

Hi, @Anonymous 

see if this code helps

Win Rate % = 
VAR TotalOppsCreated = CALCULATE(COUNTROWS(Opportunities), ALL(Calendar), VALUES(Calendar[MonthYear]))
VAR TotalWonOpps = CALCULATE(COUNTROWS(Opportunities), 
                        FILTER(Opportunities, 
                            Opportunities[StageName] = "Closed Won" && 
                            FORMAT(Opportunities[CloseDate], "MMMM") = VALUES(Calendar[MonthName]))
                        )
RETURN
DIVIDE(TotalWonOpps, TotalOppsCreated, 0)