Microsoft Dynamics CRM (Archived)

Weighted Revenue Field???

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Posted on by FallingThroughTheCr...

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I am confused where to find the Weighted Revenue Field.

I was following this example and it suggests that Weighted Revenue is a field.

But I do not see it in the list of available fields, however it does display on the Sales Pipeline report.

Is this a calculated field or an actual field?

I am using Crm 2015 Online.

Thanks

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razdynamics 17,308 User Group Leader on at

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Hi, Revenue in the pipeline and other reports is calculated by taking the revenue and dividing by the probability.

the Weighted Revenue = Estimated Revenue * % Close Probability, you can create this field yourself by using a workflow or calculated field, technet.microsoft.com/.../dn832103.aspx

Hope that answers your question :)

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ScottDurow 21 on at

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Raz's formula is not quite right.

It is not an out of the box field and is best implemented using a calculated field equal to 'Est. Revenue' * ( probability/100)

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razdynamics 17,308 User Group Leader on at

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Thanks Scott, Yes Make sure you multiply against the Decimal of the probability!

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Community Member on at

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The Sales Pipeline report calculates the weighted revenue values on the fly.

You can create your own calculated field if you want to use this elsewhere (eg for a chart on a dashboard).

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JGNiDK on at

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Hi Raz

I have made the field, but how do I convert the 80 in probability into something useful, like 0,8? Or how do I use % in the formula?

Regards Jan

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JGNiDK on at

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Hi Scott

You're right, but how do you accomplish that??

I can't get it to work...

Regards Jan

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