Products & schedules have been activated in our system. We have products added to opportunities with schedules that can span several years. I need to be able to show the revenue for this year and the revenue for next year on the opportunity itself.
We have a custom App for reviewing Opportunities in our pipeline that filters on a custom field called "bill date" to show what year revenue is expected, this is a manual field and the total opportunity amount is shown in the App instead of what is due in a particular year so it really distorts the information for annual revenue.
I was trying to create a roll-up summary field on Opportunitues that will calculate the revenue due this year from the schedule, based on the sales price for that line item * quantity due on the schedule date. It will only return the total sale price for the line item (does not take the quantity into account) and works off the Opportunity Product Date.
In simple terms: If schedule date is less than 1st Jan 2013, then Sales Price * Quantity
I also tried to create a formaula field on the Opportunity but I think that I need the OpportunityLineItem Scehdule Date and can't find it to add.
Please help - is there a way to do this?
Thanks in advance
1 answer
Hi Elaine,
Annual Revenue out of the box is just a currency field where anything can be entered. Your first step would be to check if this being populated using workflow in any way and then work backwards from there.
The standard Annual Revenue field on Accounts is used to represent the revenue of the Account itself - not the revenue your company earns from the Account.
For more information go to below link and see comments:
https://success.salesforce.com/answers?id=90630000000D2IsAAK
https://developer.salesforce.com/forums/?id=906F00000008lPbIAI
https://success.salesforce.com/answers?id=90630000000gx6FAAQ
Hope it helps you!
Thanks
