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.