Reports

Hi Michelle Plutto , I believe you can have something pretty similar with standard reports, as I did on a clean demo environment.

For the Win Rate, assuming you want to know how many deals have been won out of the total of closed deals, you can have a standard report as follows:

- Report Type: Summation Report

- Module: Opportunities

- Filters: Status is one of "Closed Won" or "Closed Lost"

- Group by: Status

- Display Summaries: Add the Count field

- Chart: Pie, select Count for the Data Series.

This will show you the percentage of Won and Lost opportunities out of the total closed.

For the Average Deal Size, if you want those values only for the Closed Won deals and assuming you use the "Likely" field for the amount, you can edit the previous report, go to Display Summaries and add "AVG: Likely". Click save and run.

Under the chart, you would then see something like the following:

The AVG: Likely for Closed Lost opportunities is 0 because the system sets the Likely to 0 when the Opportunity is Lost. If you want to also see the AVG size for closed deals, you would need to do as above but with "AVG: Lost" and this would be the result:

If you want to show the Average Deal Size in general for all Opportunities, you would need to show it in another report.

Last, for the Average Sales Cycle, assuming you take the Expected Closed Date as the date the deal was either closed won / lost and that you are only interested on closed records, you would need the following (proceed first in a sandbox):

• Create a new integer field in Opportunities, make it calculated with the following formula: 

abs(subtract(daysUntil($date_entered),daysUntil($closed_date)))

• Add the field to the filters in Opportunities list view and filter all closed won/lost opportunities with empty value for the new field.
• Recalculate Values for all the records found so they get the new field calculated with the number of days between date creation and expected closed date.

Now you can edit the Win Rate report, navigate to Display Summaries and add "AVG: <new field name>

On my demo environment, I named the field "Sales Cycle" and this is how it looks like in my report, under the chart:

I hope this helps but let me know should you have additional questions.

Best,

Francesc

Hi Michelle Plutto , I believe you can have something pretty similar with standard reports, as I did on a clean demo environment.

For the Win Rate, assuming you want to know how many deals have been won out of the total of closed deals, you can have a standard report as follows:

- Report Type: Summation Report

- Module: Opportunities

- Filters: Status is one of "Closed Won" or "Closed Lost"

- Group by: Status

- Display Summaries: Add the Count field

- Chart: Pie, select Count for the Data Series.

This will show you the percentage of Won and Lost opportunities out of the total closed.

For the Average Deal Size, if you want those values only for the Closed Won deals and assuming you use the "Likely" field for the amount, you can edit the previous report, go to Display Summaries and add "AVG: Likely". Click save and run.

Under the chart, you would then see something like the following:

The AVG: Likely for Closed Lost opportunities is 0 because the system sets the Likely to 0 when the Opportunity is Lost. If you want to also see the AVG size for closed deals, you would need to do as above but with "AVG: Lost" and this would be the result:

If you want to show the Average Deal Size in general for all Opportunities, you would need to show it in another report.

Last, for the Average Sales Cycle, assuming you take the Expected Closed Date as the date the deal was either closed won / lost and that you are only interested on closed records, you would need the following (proceed first in a sandbox):

• Create a new integer field in Opportunities, make it calculated with the following formula: 

abs(subtract(daysUntil($date_entered),daysUntil($closed_date)))

• Add the field to the filters in Opportunities list view and filter all closed won/lost opportunities with empty value for the new field.
• Recalculate Values for all the records found so they get the new field calculated with the number of days between date creation and expected closed date.

Now you can edit the Win Rate report, navigate to Display Summaries and add "AVG: <new field name>

On my demo environment, I named the field "Sales Cycle" and this is how it looks like in my report, under the chart:

I hope this helps but let me know should you have additional questions.

Best,

Francesc