How is YTD Revenue Calculated On Accounts View
Reproducing the Issue
- Go to Customer Work Center View
- Select the Accounts View
- Select and Open any Account
- You can see YTD Revenue field showing an value in the Header section.
The YTD Revenue is calculated for the Opportunities in Won status for the opened account.
Select all opportunities with Status Won for the current year, convert the expected revenue amount and currency into the default currency i. e according to company currency code and add the amounts.
It should also be possible to manually come to the same amount when opening the Opportunities from the Opportunity Facet, and doing the same selections and conversion in case not always the same currency is used. If always the same company currency is used it should be pretty easy to come to the amount shown in the YTD Revenue key figure.
KBA , SRD-CC-FED , Feeds , How To