Distinct Count (Is Closed Won) Not Reflecting Closed Won Deals

[Bridoyle6]

Hello, 

When I am creating a report, it is showing, "Distinct Count (Is Closed Won)" and has a value of 1; however, there are not any actual "Closed Won" deals in this specific location of interest. Two questions regarding this.

1) Where or what is the distinct count pulling from?

2) How can I create a report showing the ACTUAL closed wons during this period? 

Picture below:

[Bridoyle6]

Thank you! 

So I was able to replicate that. (see below)

 

However, I would like for the wins to be on a line graph. Showing the total number of deals in the bar graph and then the total number of wins in the line graph, as shown below. My question is, why is one showing up on my second picture, but not my first. I think that is where the disconnect with the data is confusing me. What exactly is "Distinct Count (Is Closed Won) pulling from to use it in the second report, but not the first? Sorry! I am just trying to get it to look as close to our previous reporting. (I gave you an example as well, below) Thanks for all the help! 

Example of what I am trying to replicate best I can

(oppurtinuties = deals) 

[trevordjones · Accepted solution]

Good Morning @Bridoyle6 ,

If the picture has to look similar to the one above, you'll need a property that only has a value in it when the deal is won.  So, here's how you get that.

Step 1: Create a custom property called "Deal Won" on the deals record.  The property type single checkbox will do fine.

Step 2: Build a workflow:

 

Step 3:

Go back to the custom report builder and build this:

Mine looks a little crappy because I built it in the agency's test portal, which is a little lean on data, but it should give you the result you are looking for,

 

[trevordjones]

Hi @Bridoyle6 ,

The Value "Is Closed Won" is not the same as the Deal Stage "Closed Won."  Rather, it is pulling from this value in your pipeline setup, which says that a particular deal stage is "Won."

So, if you are concerned about the accuracy of the result, the first thing I would do is click the gear icon in the top right of your screen, then go to Objects>Deals in the left sidebar and click the "Pipelines" tab near the top of the screen.  Choose your pipeline and review the stages to make sure that the correct ones are labeled "won."

 

[Bridoyle6]

Hi Tevor, 

Thank you for the information. That is what I am seeing. If I would like to just see the deal stage "Closed Won" on my graph, how would I do that? See below for what my pipeline setting are. 

[trevordjones]

Hi @Bridoyle6 

In Filters, choose Deal Stage is any of Closed Won, like the below:

[Bridoyle6]

Thank you! I am doing the above in the custom reporting section, correct? 

[trevordjones]

My screenshot shows a single object (Deals) Filter, but the functionality is the same in custom reporting.  It just might look a little different.

Something to keep in mind: Dashboard Filters work with single object reports, but not with custom reports, so I woul always use a single object report if all you need is a report on deals.

[Bridoyle6]

Got it, so if I am trying to combine two reports. (I need to see deals entered and then I want to do a line graph with the actual wins as well.) The only way I see that option is the custom. That is where I am having my issue getting the correct numbers of wins vs leads/deals. 

[trevordjones]

I see!  This is how you should build your report:

In this case, GREEN is closed won. Orange is not.

You can also build it in the single object report builder, like this: 

The way you had your report set up before, it was counting all values for "Is Closed Won," which has a True or False Value that is always populated, which is why your results looked inflated.  This approach shows the breakdown of the total deals by that True / False value.  Sorry I didn't pick up on that before.