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RajJKT Opportunities with Multiple Products
Hi All,
What are the best practices around analytics with opportunities with multiple products?
Example: Opportunity XYZ opened March 1st and the salesRep added Products Prod1, Prod2, and Prod3 to that opportunity that day. 4 weeks later the purchaser says - I want products Prod1 and Prod2, and will get you a purchase order today, but product Prod3 buying is not yet confirmed from purchaser.
If the salesRep has to update the opportunity, then how should he update the opportunity without impacting Prod1 and prod2 amount in opportunity?
Thanks
Raj
If one takes your example say you have an opportunity "A" with products :-
1. P1- Qty-1 Price 1000 Total-1000
2. P2- Oty- 2 Price 500 Total- 1000
3. P3- Qty- 1 Price 2000 Total- 2000
Making Amount at Opportunity "A" = 4000 if Probability is 10% Expected Amount= 400
Now as you say 2 of the products have been finalized , then at that point-
Amount = 4000 but expected amount changes, Expected Amount= 1000(P1 as Opportunity w.r.t. P1 has been won so 100%) + 1000(P2 as Opportunity w.r.t. P2 has been won so 100%) + 200 (10% probability)
= 2200
So one has to set the (Probability to Expected Amount/ Amount)* 100= (2200 / 4000 ) * 100= 55%
This way the respective amount of P1 and P2 are not effected.
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