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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Total Weighted Revenue...
Microsoft Dynamics CRM (Archived)

Total Weighted Revenue field

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Posted on by Community Member

Hello

We recently implemented CRM and are on v2015.

My query relates to the Total Weighted Revenue field that appears in a Sales pipeline report and what actually controls the weighting?

I have implemented a Weighted Revenue field in our Opportunity form but it does not relate to the report weighed revenue field in the reports.

Am I missing a step that perhaps links these fields together? Is there a weighted revenue field that I have missed?

I have highlighted in the attached screen shots the fields I am referring to:

8156.Capture.JPG

Thank you

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I have the same question (0)
  • Verified answer
    Rajkumar Rajaraman Profile Picture
    Rajkumar Rajaraman on at

    Hi Joe,

    Refer the following video:

    www.youtube.com/watch

    Refer the following blogs also:

    blogs.msdn.com/.../using-microsoft-dynamics-crm-to-do-simple-calculations.aspx

    blog.clickdimensions.com/.../using-crm-workflow-to-calculate-weighted-revenue-on-opportunity-records.html

    Hope this helps.

    Regards,

    R.Rajkumar

    "Please mark my answer as verified if you found it helpful"

  • Community Member Profile Picture
    Community Member on at

    Cheers, I will check out the links now!

  • Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at

    Joe,

    As I know it can be calculated by Estimated Revenue * % Close Probability

    blogs.msdn.com/.../weighted-revenue.aspx

    It is old article but you can read it as well.

    Thanks.

  • Community Member Profile Picture
    Community Member on at

    It was the system fields I was looking for which have been found in the form view.

    We had duplicated the probability and weighted revenue with 2 custom fields hence why the report was not calculating properly.

    Thank you!

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