Create Aggregate Formula to Determine True Win Rate %

Create Aggregate Formula to Determine True Win Rate %

Good Morning,

We are using Zoho connected to Salesforce. I am trying to create an aggregate formula similar to the "Win Rate %" formula that comes with the package and is used on salesperson performance reports. The current formula only addresses closed lost vs closed won. I need a formula that considers every lead a salesperson visits, using all of the stages in an opportunity. Excuse my ignorance, I do not write code...

The formula I need would use the stage field in Salesforce Opportunity Object as follows

Win Rate = count of "Closed Won" / sum of count of "negotiation/review", "rescind", "remarket", "closed lost"

This way I can get a percentage of jobs won vs all other statuses we use to define actual win percentage.

Is this possible?

Thank you,

Hank




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