Win Rate

[kpangelinan]

I am trying to calculate a win rate. I have two Columns (1) OldValue and (2) is Opportunity.IsWon.

The OldValue column contains Stages (i.e. stage 1, stage 2, stage 3). The Opportunity.IsWin column contains either True or False.

I want to be able to calculate the Grand Total of Opps where the old value is Stage1. Let's say, for example, that it comes out to 100 total opps.

I then need to calculate how many of those opps had an Opportunity.IsWon as True. And finally with that I want to calculate the % of wins based on how many opps were true / the total opps.

Thank you for your help!

[Anonymous · Accepted solution]

I'll do this with 3 measures.

 Grand Total of Opps = CALCULATE(
	COUNTROWS('YourTable'),
	LEFT('YourTable'[OldValue], 7) = "Stage 1"
)

 Opps had an Opportunity = CALCULATE(
	COUNTROWS('YourTable'),
	LEFT('YourTable'[OldValue], 7) = "Stage 1",
	'YourTable'[Opportunity.IsWon]
)

WinRate = DIVIDE(
	[Opps had an Opportunity],
	[Grand Total of Opps]
)

Assumptions:
- Your field Opportunity.IsWin is of type boolean, rather than text

- You wanted to hardcode "Stage 1" into your measure.

[kpangelinan]

@Anonymous Thank you so much for the quick response and providing the breakdown. This worked.