Calculating the Deal Size
A deal registration might have zero, one, or more product line items associated with it. Each product line item might have a revenue value associated with it. You can set the deal size on the deal registration header to be the total of all the revenue line items, using the appropriate currency conversion.
Before you begin. Your company administrator must have made the Product Revenues related information section available for the detail page. If the related information section is not displayed on the detail page, click the Edit Layout link, and add the section as a displayed related information section.
To calculate the deal size
- In the Product Revenues section of the Deal Registration Details page, click Update Deal Size.
Oracle CRM On Demand fetches the revenue from each line item and converts it to the deal currency (specified on the registration header). While performing the conversion, Oracle CRM On Demand considers the exchange date on the line item. If an exchange date has been specified for the line item, then the exchange rate on that date is used while performing the conversion. If no exchange date has been specified, then Oracle CRM On Demand uses the current date for the conversion calculations.
The converted revenue from each line item is added to a running total, and the resulting value is populated in the Deal Size field on the registration header.
- Click Save.
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