Hello,

I don’t think it’s possible today in a pivot table.  There’s an idea here on the portal that looks like it’s the same as what you’re asking for:
 

But for your scenario, I think you should be able to do it in a generic inquiry.  You’d need to group by customer/business account and you may want to filter for a specific date range, but if you use a formula something like =sum(iif( CROpportunity.Status]='W',1,0))/count('CROpportunity.OpportunityID]) * 100

then you should be able to get the Win percentage

For some reason the win percentage doesnt calculate using that formula.  The sum of wins calculates correctly, the count of opportunities calculates correctly, but when using the entire formula, the lines with anything other than a quantity of 1 do not show a percentage.  Thoughts!?

Maybe it’s something to do with the format of the data in the “Count” portion?  Changing the data format to “Decimal” for the Count portion seems to work with my sample data,

=sum(iif(/CROpportunity.Status]='W',1,0))/CDec(count(CCROpportunity.OpportunityID]))*100

I’ve put the CROpportunity.Amount in my results table as the Schema Field so that it also will give me 2 decimal places.