CloudLink Ideas Portal

A COTI deal can update its opportunity's estimated revenue

Background

Estimated revenue values on opportunity records can become inaccurate due to changes later in a deal's lifecycle. This compromises won opportunity reporting accuracy, especially where a dealership / division is only using SalesLink and COTI because there currently exists no logic to update the estimated revenue on the opportunity from COTI deal changes.

Proposed Application Changes

  • It is possible for COTI to update the estimated revenue in its linked opportunity when the restated sell price is updated.

  • When an opportunity has multiple deals linked, the estimated revenue sums the sell price of all the deals.

  • The functionality above will be controlled by a configuration key that the dealer has the power to enable.

  • David Vuong
  • Feb 10 2025
  • Needs clarification
COTI / SOW
  • Attach files


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