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            Create Custom Fields to Capture Cost and Profit Metrics

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            Create Custom Fields to Capture Cost and Profit Metrics

            To capture fixed cost and variable cost details, create custom fields on Price Book Entry. Then add those custom fields on the Advanced Account Forecast Fact object so that the data can be written back for each period by the Data Processing Engine job. Additionally, you can add custom fields for other measures that demand planners want to view on the forecast display.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Unlimited, and Developer Editions
            1. Add these custom fields to Price Book Entry.
              Field LabelField NameData Type
              Fixed CostFixedCost_cCurrency
              Variable Cost Per UnitVariableCostPerUnit_cCurrency
            2. Add the custom fields to Advanced Account Forecast Fact.
              Field LabelField NameData Type
              Fixed CostFixedCost_cCurrency
              Variable Cost Per UnitCostPerUnit_cCurrency
            3. Add other custom measures as formula fields to Advanced Account Forecast Fact.
              Field LabelField NameData TypeFormula
              Actual Gross Margin PercentActualGrossMarginPercent_cFormula (Currency)IF(OrderQuantity <> 0, OrderRevenue - ( ( OrderQuantity * CostPerUnit__c ) + FixedCost__c ), 0)
              Forecasted Gross Margin PercentForecastedGrossMarginPercent_cFormula (Currency)IF(ForecastedQuantity <> 0, ( ForecastedRevenue - ( ForecastedQuantity * CostPerUnit__c + FixedCost__c )) / ForecastedRevenue, 0)
              Actual ProfitActualProfit_cFormula (Currency)IF(OrderQuantity <> 0, OrderRevenue - ( ( OrderQuantity * CostPerUnit__c ) + FixedCost__c ), 0)
              Forecasted ProfitForecastedProfit_cFormula (Currency)ForecastedRevenue - ( ( ForecastedQuantity * CostPerUnit__c ) + FixedCost__c )
              Total CostTotalCost_cFormula (Currency) (ForecastedQuantity * CostPerUnit__c ) + FixedCost__c
             
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