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SeaTec Custom Summary Formulas
I recently inherited the administration of SalesForce so bear wiht me please.
We recently change the standard Fiscal year to go from Feb 1 to Jan 31. Previoulsy it was from jan to Dec.
We have a Custom Summary Formulas that calculates YTD % for the sales reps. This is the formula.
Opportunity.Order_Sale_Price__c:SUM / User.YTD_Sales_Quota__c:SUM The format is percent and decimals are 2.This of course is wrong now since the calculation assumes January being included in the equation. Therefore all quoats are off by 50% as of right now which will increase as the year goes on since its still including January.
How could i change this formula to only include the months that belong in this current Fiscal year?
THank you
It is hard to say without seeing how your environment is setup, but you can filter date field based on "this year". Check out this blog posting about the fields you can use.
http://sfdc.arrowpointe.com/2008/03/07/opportunity-roll-up-summary-recommendations/
All Answers
Hi SeaTec,
You may want to be a bit more experienced if you are going to be making major changes to your Salesforce.com instance - since there may be other reports, formulas, etc. depending on this. That being said, what you want to do is update your Organization's Fiscal Year. Click "Setup" > "Administration Setup" > "Company Profile" > "Fiscal Year".
There you can update the fiscal year offset. You can still do reporting with calendar year (jan-dec) and you should have other fields (ie. fiscal quarter) for feb-jan reporting.
So basically the problem is that the User.YTD_Sales_Quota__c:SUM isnt calculated right in reference to the Fiscal year setting. The user shows that his quota is Jan + Feb while it should only be FEB because i changed the standard Fiscal year to start on Feb.
How can i have SF start calculating the YTD quota of each sales rep starting on FEB?
Thank you
If your report shows only this year (I'm guessing since you only have 1 quota field on User), set the Time Frame (top right of report) to:
Interval: "Close Date"
Duration: "Current Fiscal Year"
That should filter out the Opportunities that are outside of this fiscal year.
Ill try that
that didnt work because the custom summary formula is still baseing its calculation on the User.YTD_Sales_Quota__c:SUM value which is internally calcluated and still includes the January quota entry. The only way this calculation works is if i null the january value in the users quota settings but that will only work till the end of next year january and the final calculation will be off because next years Cal Year month january (the last month of this FY) wont be having a value to be included into the quota calculation.
It is hard to say without seeing how your environment is setup, but you can filter date field based on "this year". Check out this blog posting about the fields you can use.
http://sfdc.arrowpointe.com/2008/03/07/opportunity-roll-up-summary-recommendations/