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

Hi Steffen Scheid 
I see your issue, and it is a shame the default calculation for Opportunity Expected Close date doesn't already do this as it would make sense, and the formula is hidden in code so not amendable without code customisation.

However, as your requirement is to create a report to identify Opportunities with RLI's that have oldest or expired expected close dates, can I suggest a simpler approach to create the report based on RLI's instead?
The report can display both the RLI's and the related Opportunity.

Hope that helps.

Hi Vincent Amari ,

Thank you for your reply. We have a sales overview dashboard in our system that displays various KPIs. Our colleagues and management are discussing opportunities, so we need a report based on them. There appears to be a minor syntax error in the rollup-formula.

All the best!
Steffen

Hi Vincent Amari ,

Thank you for your reply. We have a sales overview dashboard in our system that displays various KPIs. Our colleagues and management are discussing opportunities, so we need a report based on them. There appears to be a minor syntax error in the rollup-formula.

All the best!
Steffen