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Formula for weighted expected revenue

Steffen Scheid

Hello,

I would like to calculate a weighted expected revenue by multiplying "discount_price" by "$quantity" and "$probability" in the revenue line item module and display it in the "best_case" field. 

Unfortunately, none of these formulas gives a reasonable result.




$discount_price = currency
$quantity = decimal
$probability = integer

Does anyone have any idea as to what the reason might be?

Thanks!

Steffen

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  • 0

    Hi  ,

    While probability is an integer, it represents a percent chance of closing so multiplying by the raw value will result in larger amounts. It's not clear from your post if that is the outcome you are seeing or if there is some other issue. To treat probability as a percent value, I suggest updating the formula to:

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    multiply(
    $discount_price,
    $quantity,
    divide(
    $probability,
    100
    )
    )
    XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

    Chris

    Co-Founder | SugarCRM's 2024 Global Outfitters Partner of the Year

  • 0 in reply to Chris Raffle

    Hi  
    Thanks for your reply. Actually, my problem was that no values were displayed at all. I then found the hint that the objects (in my case revenue items) need to be selected in the list view first and then recalculated with the "Recalculate Values" action. Now it works as desired.

    Best wishes
    Steffen

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  • 0 in reply to Chris Raffle

    Hi  
    Thanks for your reply. Actually, my problem was that no values were displayed at all. I then found the hint that the objects (in my case revenue items) need to be selected in the list view first and then recalculated with the "Recalculate Values" action. Now it works as desired.

    Best wishes
    Steffen

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