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How to modify Weighted Revenue in Sales Pipeline? RRS feed

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    When I run CRM standard Sales Pipeline report, I can choose either Estimated Revenue (default selection) or Weighted Revenue in the Revenue section. However, I did not specify correct percentages for Weighted Revenue. Could you tell me where can I do it and how?

    Thank you.

    Monday, July 30, 2012 11:07 AM

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    CRM uses the following formula to calculate the weighted revenue

    estimated revenue * probability/100

    So the only thing you can change is probability field.

    I hope this helps.

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Amreek Singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com

    • Proposed as answer by Amreek Singh Monday, July 30, 2012 1:13 PM
    • Marked as answer by Emil Bakeev Monday, July 30, 2012 3:23 PM
    Monday, July 30, 2012 1:12 PM

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  • Question
    Sign in to vote
    0
    Sign in to vote

    CRM uses the following formula to calculate the weighted revenue

    estimated revenue * probability/100

    So the only thing you can change is probability field.

    I hope this helps.

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Amreek Singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com http://crm2011usersettings.codeplex.com

    • Proposed as answer by Amreek Singh Monday, July 30, 2012 1:13 PM
    • Marked as answer by Emil Bakeev Monday, July 30, 2012 3:23 PM
    Monday, July 30, 2012 1:12 PM
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    Weighted revenue is calculated in standard Sales Pipeline Report. I checked it, it does it correctly.
    Tuesday, October 2, 2012 10:59 AM