We will cover all that you need to know in order to calculate the Forecast Amount.
You will need the following fields:
- Opportunity Amount, Field Type: Currency
- Win Probability %, Field Type: Percentage
You can use the names that best suit your organization for these fields. You will just need to replace their names in the code snippet below.
If you want to learn how to create Fields, please visit the following tutorial:
Fields
Give your field a meaningful name and enter a description, although optional is recommended to let your users know that this field is a calculated one.. Then select 'Currency' as the field type and check the 'Calculated' box in order to display the calculation section. Then copy & paste the code below:
(function(deal){
var forecast = deal.Amount * deal['Win Probability %'];
return forecast;
}(deal));
If your fields have different names, you would need to replace the bold parts with the right field name. Your field should look similar to the image below. Once you are done, click the Save button.
This calculation will happen when the information on the Amount and the Win Probability fields have information.
