Question

"Proceed" data from an opportunity - Dashboard

Hello, 

In our opportunities, we have: 

-The opportunity amount

-The probability of closing

 

We would like to know if it's possible in some ways to get the amount correlated to the probability of closing ( 100 X 20% = 20, for example) and to display it in a dashboard. 

And solution? 

Thank you a lot for your assistance! 

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1 comments

Dear Jacob,

You can create a separate field on opportunities page and with the help of a business process set the value of that field as opportunity amount x probability of closing and as a reult you will need a value that can be dynmicaly changed if needed. After that you can use this field in a dashboard of list type or metric (if you need to display this value for some specific opportunity record).

Best regards,
Oscar

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