Two calculation definitions for financial deal records are now available out of the box, so financial advisors and relationship managers can track revenue and fee goals without creating them manually.
Where: This change applies to Lightning Experience in Enterprise and Unlimited editions with Agentforce Financial Services, Account Plans, and Deal Management enabled.
Why: With ready-to-use calculation definitions for Financial Deals, financial advisors and relationship managers can start measuring deal performance right when they create a business relationship plan.
- Financial Deal Revenue Targets calculates the sum of the Transaction Value field across active Financial Deals, so you can track revenue pipeline from deals that are not inactive.
- Financial Deal Fee Growth calculates the sum of the Total Expected Fee field across active Financial Deals, so you can track fee income from your deal portfolio.
How: Admins can view or manage these calculation definitions in Setup on the Account Plans page. To use the calculation definitions, open an account record and create an account plan. On the Objectives tab, create an objective and add a measure by selecting Financial Deal Revenue Targets or Financial Deal Fee Growth as the calculation definition, specifying a target value, and selecting related Financial Deals.