Custom Opportunity LEAD Value Calculation
E
Ehaab Amairi
Currently, there is a lack of flexibility in calculating opportunity lead value using custom formulas. For example, when certain custom fields such as "Contract Volume" and "Contract Duration (Years)" are entered into the opportunity, it would be ideal if the opportunity lead value automatically updates based on these inputs.
Additionally, the opportunity lead value is currently limited to being represented as a monetary amount. However, in certain industries like the energy sector, I might want to calculate and display the value using different metrics, such as the number of watts or energy capacity, instead of just currency.
Implementing custom value calculations and metric options would add a lot of flexibility for users across different industries.
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K
Karen Snider
This is needed! My client offers free trial classes. If there is 1 family member vs 4 family members, the opportunity value changes.
M
Matt Newman
100% agree. This is a major need for us as well. A simple solution would be to have the opportunity value field be a calculated field instead of it being locked down.