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Regular Contributor
alvatse
Posts: 76

How to calculate % of amount of some Opp. type over total amount

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06-12-2009 12:44 PM

I need to get the % of revenue from certain Opp. Types, what's the best way to build such a formula? thanks.
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Super Contributor
Jakester
Posts: 1,063

Re: How to calculate % of amount of some Opp. type over total amount

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06-12-2009 08:13 PM

You can't in a Salesforce report. Lots of 3rd party apps make this possible. My favorite is DBAmp, which is made by forceAmp. If you know SQL and already have a SQL server in your office, it's just fantastic, and very affordable.
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marketing123
Regular Visitor
marketing123
Posts: 1

Re: How to calculate % of amount of some Opp. type over total amount

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06-15-2009 08:09 AM

I don't believe there is a report to do this. There are other third party products that do that, including one from Aperandi. 

 

If you want to do this manually, run a report in Salesforce against opportunities and dump the report into excel. Then run a sumif command against the field that you want to total. Take that number and divide it by the sum of all your opportunities. Hope that helps. 

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