CRM workflows can be used to do simple calculations....

I have come across many who are not aware of this feature and thought it would be a good topic for a blog.

 In this example, the workflow is doing a simple calculation.

Customization Done:

Opportunity form: Add an attribute called Weighted Revenue of type money

Now Create a workflow that calculates the weighted revenue value from Est. Revenue and Probability. In CRM we capture probability as a whole number so Weighted Revenue = Est. Revenue * (Probability*0.01).

Set Weighted Revenue to Probability

Multiply the value in Weighted Revenue field by 0.01. This is done using Operator "Multiply by",

 

Now Multiply Weighted Revenue field by Est. Revenue