Skip to main content
Chris Finch (BridgeX) ha fatto una domanda in #Opportunity

Hello!  

 

We are a SaaS business, with one product, looking to add several fields to the opportunity page while automatically calculating the total opportunity value based on the following inputs.  

 

What would be the best way to do that? If it helps below are the attributes we are looking to create: 

 

Thanks in advance! 

 

Chris   

 

Base Costs

  • Base cost price per month (£) – Free Text Field with whole numbers
  • Contract length in years – Drop Down Field - 1, 2, 3, 4 years
  • Number of included Users - Free Text Field with whole numbers - Default set to 3 
  • Included Storage – Free Text Field with whole numbers - Default set to 1,000     

Optional Extras

  • Number of additional users - Free text field, whole numbers
  • Additional User costs (£) - Free text field, whole numbers  
  • Number of Additional Storage - Free Text Field with whole numbers, a default set to 1,000
  • Additional Storage costs - Free text field, whole numbers

Totals

  • Total Monthly and Annual costs (automatically calculated based on the above figures) 
4 risposte
  1. Eric Praud (Activ8 Solar Energies) Forum Ambassador
    12 ott 2021, 14:04

    Ok, so first create all the fields except the totals.

    Now, create 2 formula fields returning a number (or currency) and use the Insert Field button to get the PAI names of the Base Cost, Additional Users and Additional Storage Costs  and add a + sign in between, it's that simple.

    For the 2nd one, same process, find the API name of the Monthly Recurring Revenue formula you just added and type "*12" (without quotation marks)

0/9000