Pilot - A pilot is based on a non standard amount that the sales associate would populate based on what he/she can negotiate. Pilot would have a number of stores and a duration in month however these are not tied to the price in a meaningful constant way and thus the sales reps needs to be able to populate the Amount field freely. Ideally the pilot amount should be split across duration of Pilot based on start/end date. i.e
Deal Revenue = Input by sales rep
Forecast revenue = Deal Revenue x Probability
Long Term - Long terms opportunities amount/revenue potential needs needs to be a product of; number of stores, contract terms in months, and product within a specific price book. i.e.
Deal Revenue = (Price of tablets x number of stores) x term in months
Forecast revenue = Deal Revenue x Probability
It doesn’t matter how we achieve the end goal, i.e. to forecast by month however it’s important that we’re able to calculate revenue based on number of stores, product (associated price of product), and probability.
Per initial recommendation by SalesForce Premium support team I've tried to implement this by creating custom fields for Deal Revenue and Forecast Revenue based on Number of Stores, Contract term and Price from Price of Product (see below), although subsequently been told that the Forecasting functionality is powered by the standard Amount field and cannot use custom metrics.
Any help with a solution would be greatly appreciated. Many thanks!
2 answers
Thanks for sharing Viet. Looks like my problem is that I only have Professional (no Opportunity Splits or Custom Field forecasts) :(
This was helpful. Thank you.
