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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Opportunity Revenue
Microsoft Dynamics CRM (Archived)

Opportunity Revenue

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Posted on by Community Member

I'm wondering if in opportunities, it's possible to divide revenue by number of years.  So, for example, if an opportunity is worth $300,000 over 3 years, I want to divide that up so that only $100,000 of revenue is recognized each year.  Please help!

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  • Verified answer
    Karsten Wirl Profile Picture
    Karsten Wirl 4,477 on at

    Hello Lauren.

    Add a new money-field to the opportunity and calculate the value by revenue and year with JS or BusinessRule... or use a calculated field.

    Kind regards,

    Karsten

  • Community Member Profile Picture
    Community Member on at

    Karsten,

    Thanks a bunch. Can you help me figure out what this field would look like- I'm still pretty new to CRM!

  • Karsten Wirl Profile Picture
    Karsten Wirl 4,477 on at

    No problem, I'll help you.

    Do you need the "revenue by years" stored in the database or only in views?

  • Community Member Profile Picture
    Community Member on at

    Stored in the database.  We'll want to be able to include it in reports.

  • Karsten Wirl Profile Picture
    Karsten Wirl 4,477 on at

    Okay, thanks.

    Wait a minute, I will show you the field customizing with some screenshots.

  • Karsten Wirl Profile Picture
    Karsten Wirl 4,477 on at

    Field one... your revenue:

    field_5F00_revenue.png

  • Karsten Wirl Profile Picture
    Karsten Wirl 4,477 on at

    Field two... Years:

    revenuebyyears.png

    Field three... Revenue by years:

    revenuebyyears.png

  • Community Member Profile Picture
    Community Member on at

    Thank you so much--this is exactly what I need. Is field three a calculated field?

  • Suggested answer
    Karsten Wirl Profile Picture
    Karsten Wirl 4,477 on at

    Hello Lauren.

    No, it must be simple... calculated fields are NOT stored in the database, so you have to use a type "simple"-field and add some code (js or plugin) or processes to the field to achieve your requirement.

    Kind regards,

    Karsten

  • BharatPremji Profile Picture
    BharatPremji 2,485 on at

    Hi Lauren,

    To add to Karstens post, you could use a calculated field in CRM if you dont want to do any code,  then do the same calculation in an SSRS report to get the figure you need.  I suppose it all depends on which you find easier.

    Bharat

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