How The Team Target Metrics Fields Are Calculated

The Team Target Metric Fields are calculated from the Opportunity Amount Values. The values come from opportunities that are linked to the target record. You can see those Opportunities in the Related List.

In the table below, you can see how each of the Team Target Metrics fields are calculated:

Field Name: How is it Calculated?

• Target: This is a manually inputted value that determines the Target value for the Record.
• Closed Won: Automatically Rolls Up the Opportunity Amount Value from Closed Won Opportunities associated to the record.
• Pipeline: Automatically Rolls Up the Opportunity Amount Value from Open Opportunities associated to the record.
• Weighted Pipeline: Automatically Rolls Up the Opportunity Amount Value from Open Opportunities associated to the record. But this time it multiplies the Opportunity Amount by the Opportunity stage probability.
• Total Expected Revenue: Closed Won + Weighted Pipeline
• Expected Variance Amount: Target – Total Expected Reveue
• % Target Achieved: Closed Won / Target
• Pipeline as % of Target: Pipeline / Target
• Weighted Pipeline as % of Target: Weighted Pipeline / Target
• Expected Target % Achievement: Total Expected Revenue / Target

Remember, if you have any custom roll-up fields, these will have been set up by your internal System Administrator, so check with them if you have any incorrect values about custom fields on targets.