Tuesday, September 24, 2013

Salesforce Opportunity Pipeline Predictor

OPPORTUNITY PIPELINE PREDICTORUsing cross-block custom summary formulas, we can create a report that predicts Revenue based on a sales representative’s performance. The report below is an Opportunity Pipeline Report in Joined Format.
The cross-block custom summary formula to calculate Revenue is:
[Closing Next Month]AMOUNT:SUM*([Closed - Won]RowCount/([Closed-Lost]RowCount+[Closed-Won]RowCount))



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