Earliest expected closing date for an opportunity involving multiple revenue line items.

Steffen Scheid 
Can I ask why not use the existing 'Forecast Stage' (include/exclude) dropdown instead of adding the calculated checkbox field?
Not saying it's wrong, just wondering what scenario you have that requires this approach.

Hi Vincent Amari (VincentAmari336404), Thank you very much for looking into my question. 

The objective is to evaluate opportunities in a dashlet and report those with expired expected close dates, indicating a need for action.  Regrettably, the function

rollupConditionalMinDate($revenueLineItems, “date_closed”, createList(“open_rli”), createList(“true”)).

does not operate as intended; both true and false cases are displayed. For instance, revenue line items with sales stages closed both won and closed lost.

The sales stage close won is included in the forecast stage, so unfortunately that won't work. 

All the best
Steffen

Hello Steffen Scheid , 

I tried your approach locally and made a small adjustment to the naming in the first formula to ensure the checkbox is set in some test scenarios.

For the second formula, I realized it might not be working as expected due to how it’s currently set up. Could you please try the formula below instead? for the field earliest_close_date_c

rollupConditionalMinDate($revenuelineitems,"date_closed",createList("open_rli_c"),createList("1"))

As you can see from my local testing, this version takes the open_rli_c checkbox into account and removes the expected close date from the RLI as intended.

Let me know if this helps.

Cheers,

André

Hello Andre Serrazina ,  Thank you very much for looking into this and finding a solution. I have implemented it, but unfortunately it doesn't work for the 'closed won' sales stage. This date should not be included in the calculation for the earliest possible closing date.   I've performed a quick repair and had the RLIs and opportunities recalculated.  Do you have any other ideas?    


 

Cheers,
Steffen

Hello Steffen Scheid , 

Are you exposing the checkbox in the list view? If so, can you check whether the checkbox is unchecked when you select "Closed Lost".

This will help us determine whether the issue is with the checkbox formula or with the earliest_close_date_c formula.

Could you also please share:

• The checkbox formula
• A screenshot of the dropdown values for the sales_stage field

Thanks!

Hi Andre Serrazina ,

The field "arc_open_rli" is updating properly.






Formula for "arc_open_rli"
isInList($sales_stage,createList("new","on_hold","Prospecting","in_contact","Proposal / Price Quote","Demo Presentation / Test Shoot","in_process","Negotiation / Review"))


IMO the Rollup-Formula is not working as intended (only consider open RLIs)

Formula for "arc_earliest_close_date":
rollupConditionalMinDate($revenuelineitems,"date_closed",createList("arc_open_rli"),createList("1"))



The logic seems to be correct, do you have any tips?

Cheers,
Steffen

Hi Andre Serrazina ,

The field "arc_open_rli" is updating properly.






Formula for "arc_open_rli"
isInList($sales_stage,createList("new","on_hold","Prospecting","in_contact","Proposal / Price Quote","Demo Presentation / Test Shoot","in_process","Negotiation / Review"))


IMO the Rollup-Formula is not working as intended (only consider open RLIs)

Formula for "arc_earliest_close_date":
rollupConditionalMinDate($revenuelineitems,"date_closed",createList("arc_open_rli"),createList("1"))



The logic seems to be correct, do you have any tips?

Cheers,
Steffen

Hello Steffen Scheid , 

Everything looks similar to what I have set up locally, and it’s working as expected on my end.

The only thing I’d ask you to double-check is the field name. You mentioned:
arc_open_rli

I would expect the field name to be something like arc_open_rli_c.
Could you please validate this and check whether the formula works correctly after updating the field name?

If that’s not the issue, please go ahead and create a support case, as we would need to review the instance directly to see if there’s something else at play.

Thanks,

André

Hello Andre Serrazina 

I checked and tested it again. The field is definitely called arc_open_rli, as in the rollup formula, and unfortunately it does not work.


There is already CASE:567376, which should be reopened because the proposed solution unfortunately does not work.I'm keeping my fingers crossed that the cause can be found quickly.  


Cheers,
Steffen