Saturday, August 23, 2014

Weighted Revenue using a Business Rule

A common requirement when customizing Dynamics CRM for a sales team is to calculate a weighted revenue based on a combination of fields. This simple example shows how business rules can be used to calculate a weighted revenue amount for an opportunity based on the probability field.

The first thing to do is add a field called Weighted Revenue of type currency to the Opportunity entity as shown.




Now add the probability and weight revenue field to the opportunity form.



Now create a business rules that sets the value of the weighted revenue field based on the probability value. In this example we simply multiply the estimated revenue by the probability and divide by 100.


You can now use the weighted revenue in your reports and charts. You should consider using the Weight Revenue (Base) field in your report if you plan to support multiple currencies.
 

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