Sample Opportunity Management Formulas | Salesforce
## Sample Opportunity Management Formulas
For details about using the functions included in these samples, see Formula Operators and Functions. ## Expected Product RevenueThis formula calculates total revenue from multiple products, each with a different probability of closing. ## Maintenance CalculationThis formula calculates maintenance fees as 20% of license fees per year. Maintenance Years is a custom field on opportunities. ## Monthly Subscription-Based Calculated AmountsThis formula calculates an opportunity amount based on a monthly subscription rate multiplied by the subscription period. ## Opportunity Additional CostsThis formula calculates the sum of the product Amount, maintenance amount, and services fees. Note that Maint amount and Service Fees are custom currency fields. Amount + Maint_Amount__c + Services_Amount__c ## Opportunity CategorizationThis formula uses conditional logic to populate an Opportunity category text field, based on the value of the Amount standard field. Opportunities with amounts less than $1500 are “Category 1,” those between $1500 and $10000 are “Category 2,” and the rest are “Category 3.” This example uses nested IF statements. ## Opportunity Data CompletenessThis formula takes a group of fields and calculates what percent of them are being used by your personnel. This formula field checks five fields to see if they are blank. If so, a zero is counted for that field. A “1” is counted for any field that contains a value and this total is divided by five (the number of fields evaluated). Note that this formula requires you select the Treat blank fields as blanks option under Blank Field Handling while the Advanced Formula subtab is showing. (IF(ISBLANK(Maint_Amount__c), 0, 1) + IF(ISBLANK(Services_Amount__c), 0,1) + IF(ISBLANK(Discount_Percent__c), 0, 1) + IF(ISBLANK(Amount), 0, 1) + IF(ISBLANK(Timeline__c), 0, 1)) / 5 ## Opportunity Expected License RevenueThis formula calculates expected revenue for licenses based on probability of closing. ## Opportunity Revenue Text DisplayThis formula returns the expected revenue amount of an opportunity in text format without a dollar sign. For example, if the Expected Revenue of a campaign is “$200,000,” this formula field displays “200000.” ## Opportunity Total Price Based on UnitsThis formula generates proposal pricing based on unit price and total volume. ## Professional Services CalculationThis formula estimates professional service fees at an average loaded rate of $1200 per day. Consulting Days is a custom field on opportunities. ## Stage-Based Sales Document SelectionThis formula Identifies a relevant document in the Documents tab based on opportunity Stage. Use document IDs in the form of “00l30000000j7AO.” CASE(StageName, "Prospecting", "Insert 1st Document ID", "Qualification", "Insert 2nd Document ID", "Needs Analysis", "Insert 3rd Document ID", "Value Proposition", ... ) ) ## Sales CoachThis formula creates a hyperlink that opens a stage-specific document stored in the Documents tab. It uses the previously defined custom formula field that identifies a document based on opportunity Stage. See Stage-Based Sales Document Selection. |