Forum Discussion

dnaman's avatar
dnaman
Helper I
9 years ago
Solved

Need help calculating % Win Rate

 Hi All,

Fairly new to Power BI and what 'm trying to do is calculate the %Win Rate for a table that is showing all our sales opportunities.

 

Each sales opp, has a status and i want to calculate the %win rate as (COUNT of opps that have status = "WON" / COUNT of all opps)

 

This would be a great KPI or card value to show in a dashboard. 

 

As well, i have slicers in the dashboard and i'm hoping this value changes as the slicers are applied (by territory, business unit, etc)

 

I am not even sure where to start, anything to point me in the right direction would be appreciated.

 

Thanks in advance.

Need Help
  • Greg_Deckler's avatar
    Greg_Deckler
    9 years ago
    Measure = CALCULATE(COUNT(Table[Column]),FILTER(Table,[Status]="WON")) / CALCULATE(COUNT(Table[Column]),ALL(Table))

5 Replies

  • Greg_Deckler's avatar
    Greg_Deckler
    Community Champion
    9 years ago
    Measure = CALCULATE(COUNT(Table[Column]),FILTER(Table,[Status]="WON")) / CALCULATE(COUNT(Table[Column]),ALL(Table))
    • dnaman's avatar
      dnaman
      Helper I
      9 years ago

      awesome thanks! i realized i missed some logic at the end but your solution was exactly what i needed, thanks!

       

      % Win Rate = CALCULATE(COUNT(table[Opportunity]),FILTER(table,[Lifecycle Status]="WON")) / CALCULATE(COUNT(table[Opportunity]),FILTER(table,([Lifecycle Status]="WON") || [Lifecycle Status]="LOST")) 

      • Kartheek811's avatar
        Kartheek811
        New Member
        4 years ago
        Hi,
        Below given is my query for calculation of WinRate% but it shows error as (DAX comparision operation donot support comparing values of type true or false with the type text consider VALUE OR FORMAT for converting)
         
        Measure 9 = CALCULATE(SUM(Opportunity[Amount]),FILTER(Opportunity,[IsWon]="True")) / CALCULATE(SUM(Opportunity[Amount]),FILTER(Opportunity,([IsWon]="True") || [IsClosed]="False"))
         
    • Anonymous's avatar
      Anonymous
      Not applicable
      6 years ago

      I want to make a slight aleration to the formula that you've provided in the past. Instead of divided the data by the total, I want to divide it by win +loss.

       

      Bottom line I want to see win / (win+loss)

       

      Thought, something is not working -- I am a novice

       

      Win Rate = CALCULATE(COUNT(CorpPipeline_ALL[Title]),FILTER(CorpPipeline_ALL, CorpPipeline_ALL[Opportunity Status]="won"))/ CALCULATE(COUNT(CorpPipeline_ALL[Title]),FILTER(CorpPipeline_ALL, CorpPipeline_ALL[Opportunity Status] ="won" AND "lost)))))
       
      I would grealy appreciate any help
      • lorenz0210's avatar
        lorenz0210
        Helper I
        6 years ago

        Hi, 

         

        I have several statuses and need help with the dax formula. Also a slight alteration. 

         

        Basically here are the statuses: 

        Win, Loss & Kept-In-House. 

         

        To get win the Win Ratio, I need help for dax that will convert this formula

        Win Ratio = Win/ Loss + Kept-In-House. 

         

        Any help would be greatly appreciated. 

         

        Thank you.