Rollup Additional Product Target Fields

The GSP Target Tracker app uses the default Opportunity Product Total Price field to compare product performance against the target.

However, not every business uses the Opportunity Product Total Price field. For example, you may use ARR (Annual Recurring Revenue) or Margin to compare product revenue with target.

That is no problem. You can use this custom field with the GSP Target Tracker.

However, there are some configurations you will need to do to get the values rolling up correctly.

Do the following:

• Create three new formula fields on the Opportunity Product referencing the custom field you wish to use on the Target Record. Depending on your business, your formula return type may be “Number” rather than “Currency.” An example of this would be if you are rolling up physical objects/sales rather than a monetary value.
• These three new formula fields will be used to calculate the following: the Target Field Won Amount, the Target Field Pipeline Amount, and the Target Field Weighted Pipeline Amount.

The formulas for each field are:

Target Field Won Amount:
IF (IsWon = TRUE, CUSTOM AMOUNT FIELD HERE, 0 )

Target Field Pipeline Amount:
IF ( IsClosed = FALSE , CUSTOM AMOUNT FIELD HERE , 0 )

Target Field Weighted Pipeline Amount:
IF ( IsClosed = FALSE , CUSTOM AMOUNT FIELD HERE Probability , 0 )

By rolling these values up to the Product Target, we can create the required Formula fields on the Product Target.

Note the exact API names for each of these fields. You will need them again at a later step.

• Now that you have created the fields on the Opportunity Product, you need to add them to the Opportunity Product field set called “Product Target.” This field set, included in the GSP Target Tracker package, tells the app which fields to roll to the Product Target.

At this point, the opportunity products configuration is complete—remember to click save. Next, you need somewhere to store the rolled-up values on the Product Target.

• Create the same fields on the Product Target, but this time, create them as either Number or Currency fields, depending on your Opportunity Product formulas. We only store the values this time, so there is no need to create formula fields. Make sure the API names of your custom Product Target fields match the API names of your custom Opportunity Product fields. This allows the system to match the fields accurately.

Once done, your Opportunity Product fields will correctly match the Product Target record.