Whats the value behind $annual_revenue

Hey community :-) I would like to display the annual revenue in the accounts module.

Expectation: use $annual_revenue in a calculated field to get a rollup sum of opportunities closed won in the appropriate timerange

Instead: It's always 0, tested different field formats (text, float, currency, with and without number and string formula.

I know we kind of mistreated the revenue fields in the opportunities-module, so I'm guessing $annual_revenue is adressing data that is not populated at all.

So please help, what's the magic behind the annual revenue?

Parents
  • Hi ,

    Can you share what your current Sugar Logic formula is for rolling up the annual revenue? You mention that you want to rollup closed won opportunities, but the Opportunities module does not have an annual revenue field. Annual revenue exists on the Purchased Line Items module and you should be able to get a rollup of that field. I recommend the target field on your Accounts module to be a currency field since Annual Revenue is also a currency field. 

    The documentation of the Purchased Line Items module goes into greater detail as to how Annual Revenue is calculated for each record.

    Chris

Reply
  • Hi ,

    Can you share what your current Sugar Logic formula is for rolling up the annual revenue? You mention that you want to rollup closed won opportunities, but the Opportunities module does not have an annual revenue field. Annual revenue exists on the Purchased Line Items module and you should be able to get a rollup of that field. I recommend the target field on your Accounts module to be a currency field since Annual Revenue is also a currency field. 

    The documentation of the Purchased Line Items module goes into greater detail as to how Annual Revenue is calculated for each record.

    Chris

Children
  • Thanks for your answer. I was just trying to display the content in annual_revenue in the accounts module. I was expecting it to be a rollup from matching opportunites, but as you are stating that value comes from purchased line items, which we're not using at all. 

    So i have to stick to my old way which goes like "check if opportunity is closed won within last 365 days, if yes save the revenue into a custom field, if no save 0. in accoounts module rollupsum all "valid" revenues accordingly." problem here is that the field values in the opportunities dont update themselves. so i need to trigger some kind of recalculation every now and then :(