---
schema_version: "1"
id: dcca613a27c58dd31cd1e1b7370f7acc41148ec5c5af1dc936055cd7c2751673
title: Measure Deal Performance in Business Relationship Plans
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/release-notes/264-0-0/rn_fsc_brp_measure_deal_performance.md
canonical_url: https://help.salesforce.com/s/articleView?id=release-notes.rn_fsc_brp_measure_deal_performance.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: f7219c3f86f474f197a8fb50f5dda5b2adef24243400b7e088a7337c6b90055e
description: 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.
products:
  - Cross Cloud
release: "264"
---
# Measure Deal Performance in Business Relationship Plans

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.

#### See Also

- [_Salesforce Help_: Business Relationship Plan](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_business_relationship_plan.htm&language=en_US)