Tuesday, 20 October 2015

Est. Revenue on Opportunity in CRM 2011/2013/2015

Today I was working on the Opportunity and checking OOB fields to reuse. Then I see that Est. Revenue field is disable and it has the same value of Total Amount field.

After some search, I came to know that Est. Revenue is disabled/enabled based on  Revenue Option set (User Provided, System Calculated)

System Calculated
Est. Revenue = Total Amount (Sum of the products added to opportunity)
Read Only = Yes

User Provided
Est. Revenue = User defined value.
Read Only = No

It means even though the total amount is $ 100, the sales person can go ahead and get the deal for $ 150 which is User Provided Est. Revenue.

Hope this helps.

Happy CRM'ing

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