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Merlinda LuMerlinda Lu 

% of Opportunity Closed Won Amount of All Opportunity Amount - Salesforce Report

I have a Salesforce report that shows 1) the total Opportunity Amount of all Closed Won Opportunities, and 2) I have the total Opportunity Amount for all Opportunities in other stages (anything except Closed Won). I am trying to figure out how to create formula field that will give me the percentage of the total Opportunity Amount for Closed Won only compared to Total Amount of all Opportunities in all stages including Closed Won.
Best Answer chosen by Merlinda Lu
Steve MolisSteve Molis
Here you go
Opportunity.Amount_Won__c:SUM 
/ 
AMOUNT:SUM

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All Answers

Steve MolisSteve Molis
I have to do that sorta thing a lot on my org.  So much so that I created custom Formula(Currency) fields on the Opportunity Object like this

Field Type = Formula
Formula Result  = Currency 
Formula = 

$Amount(Won)
IF(IsWon = TRUE, Amount , 0)
$Amount(Open)
IF(IsClosed = FALSE, Amount , 0)
$Amount(Closed)
IF(IsClosed = TRUE, Amount , 0)
$Amount(Lost)
IF(
AND(
IsClosed = TRUE,
IsWon = FALSE),
Amount ,
0 )



 
Steve MolisSteve Molis
PS.  Otherwise you could create a Row Level Formula, but then you're stuck at the Row Level, which is a bit umm... limiting
Merlinda LuMerlinda Lu
Hi Steve,

Thanks for your quick response. So with those custom formula fields created, what would the formula be on the report to show the % of $Amount(Won) compared to total amount of all opportunities?

Thanks for your help!
Steve MolisSteve Molis
Here you go
Opportunity.Amount_Won__c:SUM 
/ 
AMOUNT:SUM

User-added image
This was selected as the best answer
Merlinda LuMerlinda Lu
Thank you so much Steve!!!
Merlinda LuMerlinda Lu
OMG, just noticed the name of your report. You are hilarious sir.
Steve MolisSteve Molis
No problem Merlinda, I'll put it on your tab ;-D