The VP of sales at Cloud Kicks wants to know the percentage of opportunities in a certain stage that were eventually closed won.

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To create a solution for the VP of sales at Cloud Kicks and determine the percentage of opportunities in a specific stage that were eventually closed won, you should take the following two steps:

1. Create a report and dashboard: Creating a report and dashboard is essential to visualize and track the required information. Here's how you can proceed:

• Create a report: Start by creating a report in Salesforce that includes the necessary opportunity fields such as stage, close date, and opportunity status. You can filter the report to include only opportunities in the specific stage you want to analyze.
• Add a summary formula field: In the report builder, add a summary formula field to calculate the percentage of opportunities closed won. The formula should divide the number of opportunities closed won by the total number of opportunities in the specific stage.
• Customize the report: Format the report to display the percentage in a visually appealing manner and add any additional fields or filters as required.
• Create a dashboard: Once the report is created, you can add it to a dashboard. Dashboards provide a consolidated view of multiple reports, allowing the VP of sales to monitor the percentage of closed-won opportunities in real-time.

2. Update a custom field using automation: By updating a custom field based on automation, you can store the status of whether an opportunity is closed won or not. This field will be useful for calculations and reporting. Here's how you can achieve this:

• Create a custom field: Start by creating a custom field on the Opportunity object to store the closed won status. This field can be a checkbox or a picklist, depending on your requirements.
• Configure automation: Use Salesforce automation tools like workflow rules or process builder to update the custom field based on the opportunity's stage and close date. For example, when an opportunity reaches the desired stage and has a closed won status, the custom field should be marked accordingly.
• Run data updates: If you already have existing opportunities, you may need to run a data update to populate the custom field for historical data. This can be done using data import tools or Data Loader.

In summary, the two steps to create a solution for determining the percentage of opportunities closed won in a specific stage are:

1. Create a report and dashboard to track and visualize the percentage.
2. Update a custom field on the Opportunity object using automation to store the closed won status for each opportunity.