How can I calculate the expected revenue?

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• Why am I not able to enter the Expected Revenue for Deals?

  The Expected Revenue is automatically calculated based on the Stage and Amount details that you specify for leads, accounts, deals, or any other module. Hence, you cannot enter that value in the Expected Revenue field. However, you can customize the ...

• Is it possible to edit the formula for calculating the Expected Revenue for Deals?

  The Expected Revenue is calculated based on the Amount, Stage and the corresponding Probability of the deal. You can change the Stage-Probability mapping to calculate the expected revenue. To map sales stage to probability values, forecast types and ...

• Is it possible to see revenue generation from leads who have been added?

  Absolutely, you can easily check the revenue generated by each lead you have added. To do this: 1. Click Reports and navigate to CRM on the right panel. 2. Head to the Revenue tab. You will find details of the revenue generated from the deals that ...

• How do I check which of my social networks is helping me generate optimum revenue?

  You can filter your reports based on the different social networks that are supported in Zoho CRM. To do this, go to the Revenue column in CRM Reports, and click on the Lead Source filter placed on the extreme right. You can click on either Facebook ...

• Is there anyway to calculate an exponent in a formula field?

  You can use the "power()" function to calculate an exponent in a formula field. For example,  to calculate simple interest with the following formula :   (Principle  *  (1  +  0.08  /  365)  +  fee) ^ (Todaysdate - Issue_Date) use the power() ...