In this Salesforce tutorial, I will explain how to create a win report in Salesforce. We will also discuss creating a win report in Salesforce Lightning using opportunity records.
Win Report in Salesforce
In Salesforce, win report is a custom report that is created with the data of opportunities. The Win report shows all the deals that have successfully closed. Creating a win report involves adding a formula field column to the report table.
While working as a System administrator for an organization that uses Salesforce as its prime CRM tool, I have to create a Win report for the won opportunities for the current financial quarter. The Sales team wanted to gain insights into their performance and understand what factors contribute to winning deals, and to fulfill this requirement, I created a custom Win report.
In the steps below, I will explain how to create a Win report in Salesforce Lightning and Salesforce Classic.
Read How to create a report for weekly created opportunities in Salesforce
Create a Win Report in Salesforce Lightning
To create a Win report in Salesforce Lightning, go to the Setup page of Lightning and follow the steps below.
Step-1: On the Setup page of Salesforce Lightning, click on the App launcher, search for sales in the search bar then from the options in the dropdown, select Sales.
Step-2: In the Salesforce Lightning Sales application, click on the Reports tab.
Step-3: In the Reports window, we can see a list of reports. To create a new Win Report, click on the button New Report.
Step-4: In this step, we have to select the Category and Report Type in order to create a win report. In the Category section on the left-hand side select the option Opportunites and in the Report Type Name again select Opportunities.
After selecting the opportunity ad report type, go to the Details section on the right-hand side and click on the button Start Report.
Step-5: In the next window, go to the left-hand sidebar and click on the Filters tab. In the Show Me field, select All Opportunities in order to display a record of all opportunities. In the Close Date fiel,d choose the duration for the record you want to have in the report. For example, I have selected duration as the Current Financial Quarter.
In the Opportunity Status field, select Closed to display the record of Closed opportunities and refresh the page.
Step-6: After applying filters, click on the Outline tab and drag the columns Opportunity Owner and Close Date to the Group Rows section.
Step 7: After applying a filter, go to the report, and at the bottom of the screen, deactivate the Detail Rows to remove non-required columns.
In the Close Date column, click on the dropdown, go to the option Group Date By, and then select Calendar Month to get the monthly report. After making these changes, click on the Save button.
Step-8: As we click on the Save button, a pop-up window will appear where we have to enter details to save this report. In this example, I have entered the Report Name as Monthly Win Report, and entering the report name will auto-fill the Report Unique Name field. At last click on the Save button.
Step-9: After saving the report go to the left sidebar of the report and click on the dropdown arrow in the Columns and from the options in the dropdown select Add Summary Formula.
Step-10: In the Edit Summary window, enter the Column Name field that will show the Win percentage in the column. In this example, I have named the column Monthly Win, and in the Formula Output Type field, select Percent to show win opportunities in percentage.
In the text area of the General section, enter the formula mentioned below.
WON:MAX/CLOSED:SUM
Step-11: As we click on the Apply button, the Win report will be generated with a column showing the win percentage of opportunities in the months. In this window, click on the Save & Run button to run this report.
On running the report it will display all the records on the created Win Report as shown in the below picture.
Now we have successfully created a Win report in Salesforce Lightning with the help of the steps above.
Read How to Create an Average Deal Report in Salesforce
How to Create a Loss Rate Report in Salesforce
In this Salesforce tutorial, we will learn how to create a Loss rate report in Salesforce. We will see the method of creating a Loss Rate Report in Salesforce Lightning and Classic editions. To create this Loss rate report, we will add a summary-level formula to the report table.
Loss Report in Salesforce
In Salesforce, a Loss Report is a custom report created in Lightning and Classic with opportunity data. It shows the data of opportunities that were not converted into successful sales and that were closed.
While working as a System admin for an organization that uses Salesforce as their primary CRM tool, once I had to create a Loss report for the opportunities that were closed and didn’t convert into successful sales.
The Sales team wanted to have a Loss report to analyze their performance and keep track of opportunities they have lost so that they can make efficient decisions to improve future sales.
Create a Loss Rate Report in Salesforce Lightning
To create a Loss rate report in Salesforce Lightning, navigate to the Setup page and follow the steps below.
Step-1: On the Setup page of Salesforce Lightning, click on the App Launcher (9 dots) and search for sales then from the options in the dropdown select Sales under the heading Apps.
Step-2: In the Sales app of the org. click on the Reports tab.
Step-3: In the Reports window we can see a list of reports. Here click on the button New Report in order to create a Loss report.
Step-4: In this step, we will select the Category and Report type for the Loss report and for that go to the Category section on the left-hand side and select the option Opportunities and in the Report Type column again select Opportunities.
After selecting the Category and Report type, click on the Start Report button that is on the right side of the screen.
Step-5: As we click on the Start Report button, a report table will be generated but here we will apply some filters according to the requirements of the Loss rate report.
To apply filters, click on the Filters tab in the left sidebar and apply the following filters.
- In the Show Me field, select the option All Opportunities.
- In the Close Date field select the time range for the records you have to display in your Loss rate report. For example, I have selected the Close date as the Current Financial year.
- At last, select Opportunity Status as Closed.
Step-6: After adding filters, click on the Outline tab, and here in the Groups section I have added the Close date as a group row. You can select any opportunity field as a group row.
In the Columns section, click on the dropdown arrow, and from the options in the dropdown select Add Summary Formula.
Step-7: As we click on Add Summary Formula, a pop-up window will appear and in this window, we will add a formula for the column that will show the loss rate in this report.
- In the Column Name field enter the name for the formula column. In this example, I have named it as a Loss Rate.
- In the Formula Output Type, select Percent as the output type.
- In the text area of the General section, enter the following formula to calculate the loss rate.
(CLOSED:SUM - WON:SUM)/CLOSED:SUM- Click on the Apply button after making the above changes.
Step-8: Now we can see a column displaying the Loss rate percentage created. Click on the Save & Run button so that we can run this report to view all records.
Step-9: In the Save Report window, enter the required details to save this report.
- In the Report Name field, enter the relevant name to save this report. For example, I have entered the Report Name as a Loss rate report.
- Click on the Report Unique Name field and it will auto-fill according to the Report Name.
- In the Folder, select the Public Reports folder to make this report visible to all users.
- Click on the Save button to save and run this report.
As we click on the Save button, the report will run in the next window displaying all records of the Loss Rate Report and on the top of the report, we can see the Loss Rate percentage as shown in the picture below.
Now we have successfully created a Loss Rate Report in Salesforce Lightning.
How to Create a Growth Report in Salesforce
In this Salesforce tutorial, we will learn to Create a Growth Report in Salesforce. We will discuss the method of creating a growth report in both editions of Salesforce i.e. Salesforce Lightning and Salesforce Classic.
Growth Report in Salesforce
In Salesforce Growth Report is a Custom report that is created by selecting the relevant data fields and applying filters to them. A growth report indicates the sales and revenue indexes of an organization. With the help of custom reports like growth reports, it is easy to track data related to sales, opportunities, and revenue.
While working as a System admin for an organization that provides IT solutions and uses Salesforce customer relationship management (CRM) as a primary CRM tool. I was once asked to create a Growth report for the opportunities.
The company decided to increase its revenue by the next year and in this situation, it was crucial to create a Growth Report to track opportunities so that the sales team cab stay aligned with revenue goals and make decisions according to that.
In the below step, with the help of an example, I will explain the method of creating a growth report in Salesforce.
Read How to create a Win report in Salesforce
Create a Growth Report in Salesforce Lightning
To create a growth report in Salesforce Lightning, log in to your Salesforce account and follow the steps below.
Step-1: On the Setup page of Salesforce lighting, click on the App Launcher and search for Sales then from the options in the dropdown select Sales.
Step-2: In the Sales application, go to the Reports tab in order to create a growth report.
Step-3: In the Reports window, we can see a list of reports. To create a Growth report click on the button New Report.
Step-4: In this step, we have to select a category for the new report. The growth report is going to be prepared in the data of opportunities, so I’ll select Opportunities under the heading Category on the left sidebar.
After selecting a category, select the report type Opportunities from the list of Report Type Names and then click on the button Start Report that is on the right side of the screen.
Step-5: In the Columns section on the left we can keep or remove the tabs according to the requirements of the growth report. For example, I have kept the tabs Opportunity Name, Fiscal Period, Expected Revenue, and Amount. I have selected the Close Date tab as a group row.
Now, click on the dropdown arrow of the Close Date column and then click on Group Date By. Here, select the group date according to the growth report. For example, I’m creating a monthly growth report so I have selected Calendar Month.
Step-6: After applying these filters to the report, we need to save this report otherwise adding a formula for the growth report won’t work if the report is not saved. To save the report click on the Save button that is on the upper right side.
Step-7: As we click on the Save button a new window will and here we need to enter the details to save this report. Enter the report name in the Report Name field and it will auto-fill the Report Unique Name field. Click on the Save button to apply changes.
Step-8: Go to the Columns section on the left-hand side and there click on the dropdown arrow and from the options in the options in dropdown select Add Summary Formula.
Step-9: In this step, we will add a Growth column that will display the monthly growth percentage with the help of a summary formula. Enter the below details to show the growth percentage column in the report.
- In the Column Name field enter Growth as column name. You can also name it anything like Growth percentage or Monthly Growth.
- Select Formula Output Type as Percent to display growth in percentage.
- In the Decimal Points field, I have selected 0 for the accurate percentage. We can also select the options 1,2,3 etc. to display the percentage in decimal.
- In the text area under the heading General enter the formula.
(AMOUNT:SUM - PREVGROUPVAL (AMOUNT:SUM, CLOSE_DATE)) / PREVGROUPVAL(AMOUNT:SUM, CLOSE_DATE)
Step-10: After entering the formula in the General field, click on the Display tab and activate the radio button Specific Groups and in the Row Group field select Close Date. After making these changes click on the Apply button.
Step-11: As we click on the Apply button, the Growth column will be created but it will not display any data of growth percentage. To show data in the Growth column, click on the Filters tab in the left sidebar.
Step-12: In the Filters tab select All opportunities in the Show Me field. In the Close date select the time period for the data you have to display in the report. For example, I have selected the Close Date as the Current Financial Year.
In the Opportunities Status, I have selected the Closed won opportunities to display in the Growth report data. After applying the filters click on the Refresh button.
Step-13: As we can see after applying filters, the report is displaying growth percentage in the Growth column of the months. Last click on the Save & Run button to save the changes and run the report.
As we click on the Save & Run the report will be saved and it will run in the new window as shown in the picture below.
In this way, we have successfully created a Growth Report in Salesforce Lightning with the help of the steps above.
Conclusion
In this Salesforce tutorial, we have learned about creating a Win report for the opportunity records in Salesforce Lightning and Salesforce Classic. Along with this, we also learned about adding a formula field to the report table by which we calculated the win percentage.
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I am Bijay Kumar, the founder of SalesforceFAQs.com. Having over 10 years of experience working in salesforce technologies for clients across the world (Canada, Australia, United States, United Kingdom, New Zealand, etc.). I am a certified salesforce administrator and expert with experience in developing salesforce applications and projects. My goal is to make it easy for people to learn and use salesforce technologies by providing simple and easy-to-understand solutions. Check out the complete profile on About us.
