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S. KimS. Kim 

Opportunity Trend Report enhancement

Hi,
I'm using Opportunity Trend report and this report will only have data "As of" the 1st of the Month.  What I would like to do is when I run on the first day of every month, the Expected Revenue calculation to be Historical Probability x Historical Amount.  Currently, if there are multiple opportunity records with a different probability, the Historical Revenue always shows the most recent probability x historical revenue.  

Please help~
Best Answer chosen by S. Kim
Steve MolisSteve Molis
Like this
TAMOUNT:SUM * TPROBABILITY:AVG

User-added image

All Answers

Steve MolisSteve Molis
Can you post a screenshot of the report you're using, the results you're getting, and a mock-up of what you want? 

For questions related to Reports and Dashboards those are really helpful.
 
S. KimS. Kim
User-added imageHere is the report.  The Expected Revenue is a standard calculated field but I want to customize.
Steve MolisSteve Molis
So you basically want the As Of: Historical $Amount x As Of: Historical Probability% ? 

For that you'll need a custom Report Summary Formula
Steve MolisSteve Molis
Like this
TAMOUNT:SUM * TPROBABILITY:AVG

User-added image
This was selected as the best answer