Hi All,
I'm trying to figure out a way to report on the amount of revenue on Opportunities marked as Won as a percentage of all Opportunities and have it show in the display summaries so that it can easily be called out when the report is printed to a PDF format, and am not sure the best way to go about it. I'd appreciate any help on this!
With Sugar Logic you can calculate it directly.
Create 3 new fields in module Accounts:
total_sum_opps_c:
- type currency
- calculated
- formula: rollupSum($opportunities,"amount")
total_sum_won_opps_c
- type currency
- calculated
- formula: rollupConditionalSum($opportunities,"amount","sales_status","Closed Won")
win_rate_c
- type: textfield
- calculated
- formula: concat(toString(round(divide(multiply(100,$total_sum_won_opps_c),$total_sum_opps_c),2))," %")
Put them in the record view and call a quick repair and rebuild because the hidden filed base_rate must be added to the Accounts module.
The "special" rollupConditionalSum is not offered in the formula editor, but you can use it and save if.
The full list of available functions can be found here: https://support.sugarcrm.com/Documentation/Sugar_Versions/10.0/Sell/Administration_Guide/Developer_Tools/Studio/#List_of_Functions
Harald Kuske
Principal Solution Architect – Professional Services, EMEA
hkuske@sugarcrm.com
SugarCRM Deutschland GmbH
With Sugar Logic you can calculate it directly.
Create 3 new fields in module Accounts:
total_sum_opps_c:
- type currency
- calculated
- formula: rollupSum($opportunities,"amount")
total_sum_won_opps_c
- type currency
- calculated
- formula: rollupConditionalSum($opportunities,"amount","sales_status","Closed Won")
win_rate_c
- type: textfield
- calculated
- formula: concat(toString(round(divide(multiply(100,$total_sum_won_opps_c),$total_sum_opps_c),2))," %")
Put them in the record view and call a quick repair and rebuild because the hidden filed base_rate must be added to the Accounts module.
The "special" rollupConditionalSum is not offered in the formula editor, but you can use it and save if.
The full list of available functions can be found here: https://support.sugarcrm.com/Documentation/Sugar_Versions/10.0/Sell/Administration_Guide/Developer_Tools/Studio/#List_of_Functions
Harald Kuske
Principal Solution Architect – Professional Services, EMEA
hkuske@sugarcrm.com
SugarCRM Deutschland GmbH
