Total Revenue by Project Win Chance

This recipe covers how to create a custom Advanced Analytics report to review Total Revenue by Project Win Chance. 

What's Needed

• Skill level: Beginner
• Time needed: 15+ minutes
• Permissions required: View financial information; Advanced Analytics Designer
• Data required: Opportunity projects with < 100% Win Chance

Creating the Report in Advanced Analytics

1. In Advanced Analytics, use + to create a new Dashboard. 
   
2. In New Dashboard / Please select a Data Source to connect to, select Forecast Data Model, enter a Title and click Create. 
   
3. At the top of the new dashboard under New Widget, click +Select Data. 
   
4. In the Add a Field window, type Project and select Project ID from the field list.
   
5. Click Advanced Configuration at the bottom right.
   
6. In the left side panel click + next to Rows.
7. Enter Project Name and select it from the field list.
    
8. Use + to add another row for Project Stage. 
   
9. Use the + to add another row, and select Project Win Chance from the field list.
   
10. Hover on Project Win Chance to display 123. 
11. Click 123, then click Percent to format Win Chance as a percentage and click OK.
    
    
12. Use the + to add another row, and enter Month in the field search. 
13. Select Date from the field list.
    
14. In the left side panel, click the + next to Values.
15. Select Project Actual Revenue Recognized To Date from the field list.
16. Click + to add another value. 
17. Select Project Forecast Revenue To Be Recognized from the field list. 
18. Click + to add another value. This field will be used to create a formula to calculate Revenue by Win Chance.
19. Select Project Actual Revenue Recognized To Date from the field list.
20. In this new Value, click the pencil to open Edit Formula.
    
21. Click on Total Project Actual Revenue Recognized to Date. 
22. Hover on type and select # All Items from the list. 
    
23. Click into the formula placing your cursor between the end of the field name and the closing parenthesis.
24. Add a plus + sign. 
    
25. Search for the field Project Forecast Revenue To Be Recognized.
26. Select the field name to add it to the formula. 
27. Click on the field name in the formula.
28. Hover on type and select # All Items from the list.
    
29. Click outside the closing parenthesis.
30. Enter * .
31. In the field search, enter Win Chance. 
32. Hover over the field name and click More...
33. Select # All Items from the list.
    
34. In the formula, add an open parenthesis after SUM.
    
    
35. Add a close parenthesis at the end of the entire formula.
    
36. The formula should look like:

    SUM(([Project Actual Revenue Recognised to Date]+[Project Forecast Revenue to be Recognised])*[Project Win Chance])

37. Click OK.
38. In the right side panel, click Filters. 
39. Click the + next to Widget Filters.
    
    
40. Enter Month in Filter a Field.
41. Select Date from the field list. 
42. Toggle the filter next to From and use the calendar/date picker to select the desired months or time frame. 
    
43. Click Apply.
44. Click + to add another Widget Filter. 
45. Select Project Stage from the field list. 
46. Select Opportunity in Edit Filter and click Apply. 
    
47. To add totals by project, click the three dots on Project ID in Rows.
48. Select Subtotals. 
    
49. To add a Grand Total, repeat Step 47 and select Grand Total from the list.
50. Once you are satisfied with the widget configuration, click Apply at the top right.
    
51. Your dashboard is now ready to view.