How to Calculate Win-Loss Percentage in Excel (with Easy Steps)

In general, a rise in the percentage indicates a win, whereas a reduction in the percentage indicates a defeat. In financial analysis, we must determine if a project is in a win or a loss status. In this tutorial, we will show you how to calculate the win-loss percentage in Excel.

How to Calculate Win-Loss Percentage in Excel: 8 Easy Steps

We have supplied a data set reflecting the sales summary for 2 sequential periods in the figure below. We will utilize the data set to calculate the overall win-loss scenario of the transaction. To do this, we will use the IF, COUNTIF, and COUNTA functions.

Step 1: Calculate Percentage of Win-Loss for Each Entry in Excel

To calculate the increase or decrease in percentage, firstly type the following formula.

=(D5-C5)/C5

Press Enter to see the result.

To convert into a percentage, click on the Percent Style from the Number tab.

Therefore, the value in cell E5 will show in percentage.

Apply the same formula in the following rows by using the AutoFill Handle Tool.

Step 2: Enter logical_test Argument of IF Function

To find the win-loss situation, apply the IF function with the following formula.

=IF(E5>0

Enter the logical_test argument as the value of cell E5 has to be positive.

Step 3: Insert Value_if_true Argument of IF Function

For meeting the condition, enter the value_if_true
Type “W” for the value_if_true argument with the following formula. It will show “W” for the positive percentages.

=IF(E5>0,"W",

Step 4: Type Value_if_false Argument of IF Function

Type “L” for the value_if_false argument with the following formula. It will show “L” for the negative percentages.

=IF(E5>0,"W","L")

Finally, press Enter and it will appear as “L” as the percentage in cell E5 is negative.

Then, use the AutoFill Handle Tool to auto-fill the cells.

Step 5: Insert COUNTIF Function to Calculate the Number of Win in Win-Loss Percentage in Excel

Firstly, to count the total wins in the data set, we will use the COUNTIF function.
Select the range F5:F14 as the range argument of the COUNTIF function.

=(COUNTIF(F5:F14

As we want to count the wins, our criteria argument is “W”.
Insert the criteria argument with the following formula.

=(COUNTIF(F5:F14, “W”)

Press Enter to see the wins. It will result in 4 as the number of wins is 4.

Step 6: Apply COUNTA Function to Calculate the Ratio of Wins

Divide the number of wins by the total number by applying the following formula of the COUNTA function.

=(COUNTIF(F5:F14,"W"))/COUNTA(F5:F14)

Then, press Enter and see the ratio result in 0.4.

Step 7: Calculate Ratio of Loss

Similar to the previous method, apply the same to count the ratio of loss by using the following formula.

=(COUNTIF(F5:F14,"L"))/COUNTA(F5:F14)

As a result, it will show as 0.6 for the ratio of loss.

Step 8: Calculate Final Win-Loss Percentage in Excel

Finally, to convert the ratios into win-loss percentages, select the cells and click on the Percent Style.
Therefore, you will obtain the final win-loss percentage as shown in the image below.

Download Practice Workbook

Download this practice workbook to exercise while you are reading this article.

Win Loss Percentage.xlsx

Conclusion

To conclude, I hope this article has given you some useful information about how to calculate win-loss percentage in Excel. All of these procedures should be learned and applied to your dataset. Take a look at the practice workbook and put these skills to the test. We’re motivated to keep making tutorials like this because of your valuable support.

If you have any questions – Feel free to ask us. Also, feel free to leave comments in the section below.

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