Forum Discussion
Win Rate
Hadill , where are these values
won deals value/ won deals value+ lost deals
Can you share sample data and sample output in table format?
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 value Deal status 500 Booked 1000 Abounded 400 Booked 1500 Lost 2000 Lost 1500 Abounded 4000 signed I hope it is more clear now
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"} )))
Great! it looks better now.
But I missed to mention that every deal has a specific date, and I need the data to be appered on the report by quarter!
The following example is exsactly what I want to show in my report:
Q1 Q2 Q3 Q4 Booked 10 12 11 14 Signed 1 2 3 4 Lost 14 15 16 18 Abounded 1 2 3 4 Win Rate 42% 44% 41% 44%
It is like a summary for the current sales situation and alongside the win rate, all in one matrix.
*Please note that my table already includes a column called [Date by Quater]
Thanks a lot for your helping.
