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FreemanAdmin
Pipeline Reporting
I don't know if this is possible or not....
I would like to be able to run a Pipeline Report for our FY07. For those months that have passed, I would like to pull the amount in our "Total Revenue (act)" field (this populates from our accounting system. If the opportunity is for a future month, I would like to pull the data from the Estimated Revenue field.
I took a shot at creating a field, but I have no idea what I'm doing.
Any help would be appreciated.
Thanks!
Scott Jorgensen
Hi FreemanAdmin,
You might be able to make your life simple by creating a formula field like this and using it in your report:
Field Label summary
Field Name summary
Data Type Formula
Formula Return Type Currency
Decimal Places 2
Length 16
Description If the Close Date is this month or a prior month then return the value in our custom
Currency Field. If the Close Date is in a future month then return the Expected Revenue.
Formula IF( {!CloseDate} < IF(MONTH(TODAY()) = 12 , DATE(YEAR(TODAY())+1 ,1 ,1 ) , DATE(YEAR(TODAY()), MONTH(TODAY())+1, 1 ) ) , {!Amount} , {!ExpectedRevenue} )
-Scott
S&PCRMCheryl
Hello,
You could also create an auto field update using workflows and put the criteria that any opportunity that is closed won, goes into the total revenue, and anything thats open goes into estimated.
Also, SFDC has something built into the opportunity history called expected revenue, you could probably use that too.
I hope this helps.
Cheryl