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 Stage and Probability mapping that is used to calculate the expected revenue.
Related LinksHow to customize Stage and Probability mapping for deals?
Related Articles
How can I calculate the expected revenue?
The Expected Revenue is automatically calculated based on the Stage and Amount details that you specify for the deals. Hence, you cannot enter a value in the Expected Revenue field. However, you can customize the Stage and Probability mapping that is ...
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 ...
Manage Deals
Deals are important as they generate revenue for the organization. Ideally, Deals undergo the complete sales cycle, right from identifying the right prospect to the deal being won or lost. For example, you own a web hosting company called Zylker. ...
Creating Deals
In Zoho CRM, you can create deals by: Entering data in the deal details form: You can manually fill in the Deal details gathered from various external sources. Importing deals from external sources : You can gather data through various sources and ...
Filter Deals
When there are lot of records in the Deals module, using filters will help find the required set of records easily. There are various set of advanced filters available such as: Time based filters, based on activities carried out, deal stage, email ...