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Jan 20, 2021 at 09:49 AM

C4C Opportunities - Weighted Value


Morning Experts,

We have a requirement regarding C4C opportunities, whereby our users would like to see additional text (descriptions) in a custom Probability field we have created. There are several percentages to choose from and if maintained, the opportunity value is multiplied but the probability percentage (e.g. opp value £30,000 x 50% = £15,000) which populates the Weighted Value field. However, applying text to the Probability field causes an error as you would expect.

Just wondered if anyone else has had a similar request, or if there's a recommended approach if not possible to add text to the Probability field. Example attached - weighted-value.png. The Probability shows list values with an example of the required text.

Many thanks



weighted-value.png (212.9 kB)