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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Opportunity Close Won ...
Microsoft Dynamics CRM (Archived)

Opportunity Close Won Ratio

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Posted on by Community Member

Hi All,

I'm looking to create a report that shows the "closed won" ratio of all the opportunities a rep has opened. I would also like to take this further and understand what percent of the opportunities close won at each pipeline phase.

I don't think this should be too difficult as it is something all sales teams would want to know I'm sure? Is there an out of the box solution to that or is it going to be custom?

Thanks in advance for your help! 

AJTbenanbar

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  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi AJT,

    is not difficult to build a report:

    you can lookup at this video https://www.google.it/url?sa=t&rct=j&q=&esrc=s&source=web&cd=1&cad=rja&uact=8&ved=0ahUKEwiWoJG_pLzXAhXJcBoKHZktA2EQtwIIJjAA&url=https%3A%2F%2Fwww.youtube.com%2Fwatch%3Fv%3DS48JPPNL0iQ&usg=AOvVaw089mPzHucYjyR6Lc9PwQHF 

    Hope it helps!

    If you found the answer helpful, please mark as Verified 

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    Thank You & Best Regards

    Francesco Picchi

    Microsoft Dynamics CRM Consultant, Bologna, ITALY

    Independent Contractor

    http://www.francescopicchi.com

  • Suggested answer
    Nikica Profile Picture
    Nikica 311 on at

    Which technology you are using? Wizard, SSRS or FetchXML? I'm not reporting expert, but it looks to me only feasible with SSRS (and that's feasible only  on-premise). If you are using other technologies, I don't see the way to have e.g. count of won, count of lost and then do divide these two numbers.  Here is topic where you can find that it is not possible for FetchXML community.dynamics.com/.../231386

  • Suggested answer
    Nikica Profile Picture
    Nikica 311 on at

    And Wizard is only subset of fetchXML, so not possible with that too.

    For online, I see possibility to make Webresource (HTML/javascript) doing it, or to have e.g field where plugin or will calculate it.

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi,

    Can you please read below thread.

    community.dynamics.com/.../108149

    Mansoor

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