Won opportunity is not showing up in ROI figures on the Campaign

Hi Kristjan Geir Mathiesen,

Once an opportunity is at "Closed Won" status, it should appear under "View ROI" in the related campaign record. I tested this in a stock install of Enterprise 7.8.2.1, and this functionality seems to be working as intended.

What version of Sugar are you using where this issue occurs? Are you linking the opportunity under the stock relationship to the Campaigns module, or are you using a custom relationship?

Best wishes,
Nathaniel

Hi Nathaniel Ray

I think this has been happening in ver. 7.8.x-7.9.0.1 (which we are currently running). I don´t remember changing the relationships between Opportunity and Campaign so they should be stock.

We did, however, rename the display label on the field "Likely" to "Amount" in Opportunities:

And Sales stage "Closed Won" to "100% - Closed Won": 

Could that be causing this behaviour even though I only changed the display label in both cases?

Thanks,

KGM

Hi Kristjan Geir Mathiesen,

I do not believe that changing the label would cause this. I tried testing in a stock 7.8 and 7.9 instance as described, but the data displays correctly under the linked campaign.

Are you using Revenue Line Items? If so, then you will need to ensure that all RLI's under the opportunity record are set to "Closed Won" before it will appear. If you are already doing that, then I am wondering if you have any customization that may be related. If you could create a support case, then we could assist in looking through the file system and to attempt further troubleshooting.

Best wishes,

Nathaniel

Hi Kristjan Geir Mathiesen,

I do not believe that changing the label would cause this. I tried testing in a stock 7.8 and 7.9 instance as described, but the data displays correctly under the linked campaign.

Are you using Revenue Line Items? If so, then you will need to ensure that all RLI's under the opportunity record are set to "Closed Won" before it will appear. If you are already doing that, then I am wondering if you have any customization that may be related. If you could create a support case, then we could assist in looking through the file system and to attempt further troubleshooting.

Best wishes,

Nathaniel

Again, thanks Nathaniel Ray.  No we are not using RLI´s. I´ll create a support case.

Takk,

KGM