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Hi,
Is it possible to create an itemized breakdown of estimated opportunity amount?
We're using CRM to track opportunities and want to have an itemized estimated opportunity amount broken down by brand and product. Each brand has multiple products available, but not everything. We want sales to write in what they think the estimated $ opportunity amount for each product is prior to requesting a quote from AX.
I was looking at the OOB product entity, but it's too specific for our needs, we don't need product ID's or set price per units. I want the write-in $ amount, but limit the selections available for brand and product.
What's the best method to record brand and product type, with an itemized estimated opportunity amount?
I'm thinking of a layout like this example:
|
Brand |
Product type |
Est. Revenue amount |
|
A
|
product X |
$1000 |
|
B |
product Y |
$3000 |
|
C |
-- |
0 |
|
D |
Product Z |
$1000 |
|
|
TOTAL |
$5000 (calculated field) |
I need to be able to graph the results to view total estimated revenue amount by brand and product type. So I can report est. revenue for Brand A, B, or C etc. or estimated revenue by product X, Y, or Z.
Thanks
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I figured out a solution that worked for me.
If anyone else is trying to do something similar this is what I did:
-create custom entity "opportunity item" with fields: Brand (option set), Product Type (option set), Est. $ amount
-create 1:N relationship from Opportunity -> Opportunity item
-in Opportunity Form, ADD a sub-grid for Opportunity items
-in Opportunity: create new currency rollup field for Total Est. $ Amount as a SUM of the est . $ amount field
I'm wondering if I can remove the lookup field b/c I only want users to create new Opportunity Items, not reuse existing ones.
How can I create an entity, where brand and product type are look up fields within an opportunity and the $ opportunity amount differs within each opportunity? So the $ amount is associated to the opportunity not the brand or product type?
eg.
Opportunity 1 has brand A $3000 & B $3000
Opportunity 2 has Brand B $1000
Opportunity 3 has Brand A $5000
You could create a custom entity / sub-grid on opportunity "similar" to products. For your write in products you would probably also add a text field. But only "similar".
Note: If you plan to use a roll up field you can't use a many to many relationship.
Before you jump into this change I would carefully compare the pros / cons of a custom approach v altering the out of the box product approach. (Even though I know the out of the box presents you some challenges.) The reason I say this is a custom approach will not give you some capabilities that the out of the box products sub grid offers. For example, out of the box you can edit product details directly in the sub grid. And the addition of an existing product or write in product is very easy. Plus the revenue on the opportunity will be system calculated without you needing to develop rolled up fields etc.
Is it possible to create a sub-grid similar to the Products sub-grid, but with these 3 fields Brand, Product, Estimated Amount?
Should I create a Brand entity and a Product Type entity with N:N relationships to Opportunity and Brand entity?
How can I create a write-in field for estimated revenue associated to Brand and Product type on the opportunity form and still have a calculated total field? It would vary opportunity by opportunity, so I can't set a defined amount within the Brand entity. I tried creating Est. Opp. amount field, but since each is unique I couldn't graph it properly because each amount wasn't linked to a brand or product.
Sales people would need to select each brand and product type offered in the opportunity.
Brand A offers products W, X, Y
Brand B offers products X, Y
Brand C offers products Y, Z
Thanks
You could create a custom entity linked to opportunity. Including your brand, product types and estimated revenue.
You would then need to have a rolled up field from your custom entity into opportunity. To give the total estimated revenue as a sum from your custom entity.
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