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bitmitebitmite 

Custom Formula Fields - If Opportunity Won?

I have a summary report with a custom formula field WON:SUM / RowCount that works great to show the conversion rate for opportunities won. Now I would like to sum up the amounts of those won opportunities. Here is my logic, IF(WON, AMOUNT:SUM, 0),  but I WON isn't a field, how would I go about doing this?

 

Thank you. 

 

 

 

Best Answer chosen by Admin (Salesforce Developers) 
sfdcfoxsfdcfox

Do not use a summary formula field for this. Instead, create a custom field on Opportunities:

 

Won Amount (Formula (Currency, 2 Decimal Places)):
IF(IsWon,Amount,0)

Then, all you need to do is create a normal summary for this new field.

All Answers

sfdcfoxsfdcfox

Do not use a summary formula field for this. Instead, create a custom field on Opportunities:

 

Won Amount (Formula (Currency, 2 Decimal Places)):
IF(IsWon,Amount,0)

Then, all you need to do is create a normal summary for this new field.

This was selected as the best answer
bitmitebitmite

Thank you sir.

ahasslerahassler

I have the same issue, but in the reports area when I create the formula it tells me Field IsWon does not exist. Thoughts?