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klarson Weighted Gross Margins - by Account
I have been having a terrible time trying to make Salesforce display weighted gross margins (and gross margin dollars) by Account.
We use products and schedules, which appears to completely ruin whatever formulae I try to use to calculate the GM for a quarter, and I can't see any way to fix it. If I have 2 opportunities for Intel, for example:
Opportunity 1: 3 million, GM = 15%, over two quarters
Opportunity 2: 300k, GM = 25%, over 1 quarter
There is no way I have found for me to tell the system that it should:
1. Calculate GM dollars for quarter 1 of the 3 million dollar opportunity (1.5 million times 15%)
2. Calculate GM dollars for quarter 1 of the 300k opportunity (300k time 25%)
3. Add them together for the total GM dollars for quarter 1
4. Calculate the total GM percentage based on this dollar amount amount and total revenue for Q1
I have also tried calculating to weighted % first, and then deriving the GM dollars from that, but to no avail.
Please, any help would be much appreciated. I've lost a ton of sleep over this and we might have to stop using SF if I can't find a decent way to fix the problem.
klarsonHoping a new week will bring some answers =[