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Jean-Pascal_Mer
Jean-Pascal_Mer
Level 4
July 13, 2015
Question

Custom Field as Revenue

  • July 13, 2015
  • 1 reply
  • 1204 views

Good morning guys,

We're using Microsoft Dynamics CRM and are looking to sync our Revenue for reporting.

Our field is a custom field called Monthly Recurring Revenue. The field is synced, but I need to associate it as the "Revenue" field for our Marketo Reporting.

Is there a way to do so with the Standard package?

Thanks!

JP

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1 reply

Josh_Hill13
Josh_Hill13
Level 10
July 13, 2015

Do you mean to add it to RCE? go to Admin > RCE > find the field and add it to RCE. It takes 1 day to sync. It does not appear in all report types.

You cannot add this to the basic reporting in general...although you can use it a bit in Lead Performance report.

Jean-Pascal_Mer
Jean-Pascal_MerAuthor
Level 4
July 13, 2015

RCE is not part of the Standard package, right? I don't have any RCE options in My Admin panel.

Thanks Josh.

Josh_Hill13
Josh_Hill13
Level 10
July 14, 2015

No, it is not.

You may be able to use it as a Group By field in Lead Performance report, but that's all.

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