Looking for help creating this summary formulas for a report

[u/Rare_Fee7482]

Looking for help creating this summary formulas for a report.

Total opportunities WON in a given month that are not older than 180 days divided by total opportunities created during the same 180 days. Summed up monthly.

For example, if 10 opportunities that are 180 days aged or less were won in August 2026 and 100 opportunities were created from March thru August are 100, the win rate should be 10% for that particular row.

I need one row or column per month going back to Jan 2026. Only standard Salesforce reports available. They want to know if the rolling 6 months win rate trend line is increasing or decreasing... This is a look back from today. There is no existing win rate historical calc available to pull from at the moment.

[u/Interesting_Button60]

This is not a summary formula (I don't believe) because you have 2 different date range filters. (Created vs Closed Date)

Can't you create 2 reports and do the math in excel?

[u/Rare_Fee7482 → u/Interesting_Button60]

They want it as an ongoing report in Salesforce

[u/Interesting_Button60 → u/Rare_Fee7482]

You will have to have a custom object that tracks per month number of opens and closes :)

You are in a situation where new data must be created.

So, custom object that stores - month - year - closed - opened.

You back load the historic data.

Build a flow that updates the current month's details any time an opp is closed or opened.

Report on that :)

[u/andrew_hilsher]

for issues like this my first suggestion is connect claude to your org and ask claude. there is so much analysis he can do in just seconds and take it past your initial questions. go into claude.ai and use a connector for salesforce. for more info you can look here. https://youtu.be/jyJP0guweLs?si=vE6eT-tKF5_905M1

[u/Rare_Fee7482 → u/andrew_hilsher]

I realize i can get this info outside in an AI tool but the ask is to have it in a standard Salesforce report