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Helper I
Helper I

Need help calculating % Win Rate

 Hi All,

Fairly new to Power BI and what 'm trying to do is calculate the %Win Rate for a table that is showing all our sales opportunities.

 

Each sales opp, has a status and i want to calculate the %win rate as (COUNT of opps that have status = "WON" / COUNT of all opps)

 

This would be a great KPI or card value to show in a dashboard. 

 

As well, i have slicers in the dashboard and i'm hoping this value changes as the slicers are applied (by territory, business unit, etc)

 

I am not even sure where to start, anything to point me in the right direction would be appreciated.

 

Thanks in advance.

1 ACCEPTED SOLUTION

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Super User IV
Super User IV

Re: Need help calculating % Win Rate

Measure = CALCULATE(COUNT(Table[Column]),FILTER(Table,[Status]="WON")) / CALCULATE(COUNT(Table[Column]),ALL(Table))

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4 REPLIES 4
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Super User IV
Super User IV

Re: Need help calculating % Win Rate

Measure = CALCULATE(COUNT(Table[Column]),FILTER(Table,[Status]="WON")) / CALCULATE(COUNT(Table[Column]),ALL(Table))

---------------------------------------

@ me in replies or I'll lose your thread!!!

I have a NEW book! 
DAX Cookbook from Packt
Over 120 DAX Recipes!




Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




View solution in original post

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Helper I
Helper I

Re: Need help calculating % Win Rate

awesome thanks! i realized i missed some logic at the end but your solution was exactly what i needed, thanks!

 

% Win Rate = CALCULATE(COUNT(table[Opportunity]),FILTER(table,[Lifecycle Status]="WON")) / CALCULATE(COUNT(table[Opportunity]),FILTER(table,([Lifecycle Status]="WON") || [Lifecycle Status]="LOST")

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Helper I
Helper I

Re: Need help calculating % Win Rate

I want to make a slight aleration to the formula that you've provided in the past. Instead of divided the data by the total, I want to divide it by win +loss.

 

Bottom line I want to see win / (win+loss)

 

Thought, something is not working -- I am a novice

 

Win Rate = CALCULATE(COUNT(CorpPipeline_ALL[Title]),FILTER(CorpPipeline_ALL, CorpPipeline_ALL[Opportunity Status]="won"))/ CALCULATE(COUNT(CorpPipeline_ALL[Title]),FILTER(CorpPipeline_ALL, CorpPipeline_ALL[Opportunity Status] ="won" AND "lost)))))
 
I would grealy appreciate any help
Highlighted
Frequent Visitor

Re: Need help calculating % Win Rate

Hi, 

 

I have several statuses and need help with the dax formula. Also a slight alteration. 

 

Basically here are the statuses: 

Win, Loss & Kept-In-House. 

 

To get win the Win Ratio, I need help for dax that will convert this formula

Win Ratio = Win/ Loss + Kept-In-House. 

 

Any help would be greatly appreciated. 

 

Thank you. 

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