I do not think you can do this via default/boxed functionality - however this could be achieved by adding a new Parent-Child relationship to the Opportunity entity.
You could then use one of the following to show revenue totalled at the Parent Opportunity based on the associated Child Opportunities:
(1) Create a custom SRS Report which calculates the total opportunity revenue based on a recursive look at the Child Opportunities, however this would be a report as opposed to a field in CRM. (i.e. no advanced field on the total parent revenue)
(2) Create a custom field for 'Total Opportunity Revenue', and a Plugin which would calculate the value for this field based on the associated Child Opportunities. As this would be a custom field as opposed to the normal 'Estimated/Calculated Revenue'
field, would may need to tweak CRM's reporting accordingly to base Opportunity Pipelines from this new field.
(3) Not absolutely sure on this one - but you may be able to produce the total parent revenue using clever setup of the Goals entity here as well, as goals look recursively down a relationship to produce the sum of a particular metric. (in this case, Opportunity
Value)
All these options do require a certain amount of tweaking or development of CRM, but is not a large development task thankfully - hope that helps.
Kind Regards, Paul |
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