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A new knowledge base article has been published on our support portal.

Scenario Overview

In this scenario we need to compare the difference between the estimated revenue of an Opportunity vs the actual revenue generated from an opportunity. A potential error here can arise if one or more of the values are zero. We use the function ContainsDataAndNotZero to counteract this.

N52 Formula Manager Solution

The Formula Manager solution works like this,

  • A formula of type ClientSide Perform Action is created so that when the Estimate Revenue or  Actual Revenue fields are filled, the formula executes.
  • The formula checks to see if the two fields contain Data
  • If they do, the formula calculates and fills in the field % of Estimate Value.

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