Thank you as always for your amazing support. I've need some help on writing a formula for my opportunity report below. Here's what I'm after:
You will see in the report results that I've got the report summarized by forecast category: Pipeline, Best Case, Most Likely, and Commit; each which have summarized values for ACV and TCV. I need a formula that calculates 20% of Pipeline, 50% of Best Case, and 90% of Commit. I want these formulas for both ACV and TCV amounts.
Here is an example of the weighted ACV:
So basically I'm after Weighted ACV and a Weighted TCV for each forecast category. I'm thinking a formula would be best but I'm open for ideas.
1 个回答
Hello Maria,
You can create a Formula(Number) field WeightedACVwith this formula:
CASE( ForecastCategoryName ,
"Pipeline",0.2,
"Best Case",0.5,
"Commit",0.9,
0 ) * ACV__c
Another formula field should be created for Weighted TCV in similar way.
Note: If the forecast category is none of the mentioned 3,I have assumed it to be "0" * ACV, change it to a value you need.
Hope this helps you!
