How do you build a dashboard that uses the close date as the starting point, and counts backwards from 365 to 0? We have annualized revenue goals to hit for new accounts and we want to be able to show reps how many days they have left to hit goal.

Question

We have annualized revenue goals to hit for new accounts and we want to be able to show reps how many days they have left to hit goal.  We must also track the amount of revenue closed from the starting point (Close Date) throughout the 365 days. Thoughts?

David Holmes · Answer

Hi Brad,

You should create two custom fields on the account.

1. Rollup Field that shows the least close date, and filter to only closed won opportunities. New_account_date__c

2. A number formula field with the following formula

addmonths(New_account_date__c, 12) - today()

That adds 12 months to the first won opportunity close date and then subtracts today's date giving you the number of days left.

How do you build a dashboard that uses the close date as the starting point, and counts backwards from 365 to 0? We have annualized revenue goals to hit for new accounts and we want to be able to show reps how many days they have left to hit goal.

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