Hello Community,
I have a beast mode field that is working great when I am using a single number chart looking at the total for the current quarter we are in. The problem I need help with is, what can I update or what am I missing from the below Beast Mode field that will not allow me to show each month in the current quarter with the totals for each month. Right now how it is behaving is when I use a bar chart all of the value goes into the first month of the current quarter where I need to see each month represented with its own calculation.
What the calculation is doing, is taking all of our closed opportunities in the dataset and finding the win rate %. Then it is using that percentage found and multiplying the total ARR for our pipeline opps for the current quarter. We are allying the percentage as a weighting to show the weighted value of our pipeline deals for the quarter based on our historical win rate %.
Again any help would be greatly appreciated if you can advise what I should update and or change about the below Beast Mode formula to allow the bar chart to show the total weighting by month for opps closing in that month?
(SUM(case when `Stage` = 'Closed Won' AND `Primary Quote` is not null then `MDR New ARR` else 0 end) / SUM(case when `Closed` = 'true' AND `Primary Quote` is not null then `MDR New ARR` else 0 end)) * (SUM((case when QUARTER(CURRENT_DATE()) AND YEAR(CURRENT_DATE()) AND `Closed` = 'false' AND `Primary Quote` is not null then `MDR New ARR` else 0 end)))
Shawn