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Dynamics 365 Community / Forums / Dynamics 365 general forum / Close Rate %
Dynamics 365 general forum

Close Rate %

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Posted on by Teach Me 85

Hi, 

I was asked to create a dashboard to show the close rate %. 

The calculation is below:

No of Opps created in last 6 mths AND created on older than 3 mths / No of Opps Won in last 3 mths

Any idea what is the easiest way to do this?

Thanks

Categories:
Customization / Solutions / SDK and API
  • Teach Me Profile Picture
    Teach Me 85 on at
    RE: Close Rate %

    Creating the chart seems to be the easier part,  I'm struggling with the calculation.  

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at
    RE: Close Rate %

    Hi,

    As you need to create a dashboard, the option to display is creating a chart and add it to a dashboard. Before starting, I would suggest to review the existing charts you have in your system as this will give you idea of what you can achieve and how.

    For more details on creating charts & dashboard, you can refer these:

    crmbook.powerobjects.com/.../charts-4

    docs.microsoft.com/.../sample-charts

    dynamics365crmblog.wordpress.com/.../charts-in-dynamics-365

    Hope this helps.

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 1,019 Super User 2025 Season 1 on at
    RE: Close Rate %

    Hi Teach Me,

    The easiest method is to create a chart and place it on the dashboard.

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