In this Salesforce tutorial, I will explain to you how to create a win report in Salesforce. With the help of opportunity records, we will discuss creating a win report in both Salesforce Lightning and Salesforce Classic.
Win Report in Salesforce
In Salesforce Win Report is a custom report that is created in lightning and classic 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.
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 field 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.
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.
Create a Win Report in Salesforce Classic
To Create a Win Report in Salesforce, log in to your Salesforce developer account and follow the steps below.
Step-1: On the Home page of Salesforce Classic, click on the Reports tab.
Step-2: In the Reports window click on the button New Report to create a win report.
Step-3: In this step, we have to select the report type for the win report. In the Report type select opportunities and then click on the Create button.
Step-4: In this step, click on the Tabular Format and select the option Matrix, because we need the matrix table format to add formula in the Win report.
Step-5: In the report table add the Close Date component in the group row section and I have kept only those rows that are relevant to create a Win report. For example, I have kept the columns Amount, Fiscal Period, and Created Date and removed the rest of the columns.
Now from the Formula section on the left side bar drag and add the component Add Formula to the table.
Step-6: In this step, we will enter details for the column that will show the win percentage. In the Column Name field, I have entered the Column Name as Monthly Win and selected Formula Output Type as Percent to display won records in percentage.
In the text area of the General section enter the below formula to calculate the win percentage.
After applying the above changes click on the Apply button.
Step-7: In this step, we will apply filters to generate the win report. In the Show field select All opportunities and select Closed in the Opportunity Status field. In the Range field select the time duration of the Win report. For example, I have selected the Range as the Current FQ.
After making the above changes, at last click on the Run Report button.
As we click on Run Report, we will see the generated Win Report in the next window as shown in the below picture.
Now we have successfully created a Win report in Salesforce Classic with the help of the steps above.
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.