As a member of the commercial team, working across many new client opportunities / existing accounts, I'd like to be able to add revenue opportunities by client to a single Aha! Idea ticket and then have the sum of all revenue automatically calculated and available as a field to sort by. This would be incredibly helpful to my product colleagues so they can understand which clients are requesting the feature, how much revenue is associated to each client (to keep us commercial people honest!), and then the total revenue opportunity for the feature (to help product understand how to prioritize).
Ideally, the output would be a table like fashion:
|Client Name||Description||Date Requested||Revenue Opportunity|
|Client A||<Description>||August 31st, 2018||100,000|
|Client B||<Description>||August 1st, 2018||150,000|
|Total Revenue Opportunity||250,000|
Thanks for the consideration!
Thank you for your idea. This is a great use case for leveraging custom tables. You could capture the details noted in the idea using a master-detail relationship. You could then create a pivot report to calculate and sort ideas by the total opportunity value.