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 forecast categories
- Go to Setup > Customization > Modules and Fields.
- Select the Deals Module from the drop-down list.
- Click Stage-Probability Mapping.
- In the Stage-Probability Mapping page, the existing sales stages are displayed.
- Click Add Stage to add new stages.
- Click Delete Stage link to delete new stages.
5. In the Stage-Probability Mapping page, follow these steps:
- Enter the Stage Name, its Probability (%), and Sort Order in the respective boxes.
- Select the Forecast Type and the Forecast Category from the respective lists.
6. Click Save.
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