This is easy to do.
You just add up all the ACV from each product. Once you have it all added it you divide the individual product ACV by the total and then multiply the score by that number.
What you are doing is determining what size of piece of the whole pie each product has based on ACV and then applying that percentage to the overall score.
Scenario 1
Prod A has 50ACV and 100% green
Probe B has 50ACV and 100% green
Total ACV = 100
50/100= 50% or .5
percentage times score.
.5*100= 50
.5*100= 50
50+50=100%
Scenario 2
Prod A has 150ACV and 100% green
Probe B has 50ACV and 0% red
Total ACV = 200
50/200= 25% or .25
150/200=75% or .75
percentage times score.
.25*0= 0
.75*100= 75
0+75=75%
Hey @Wayne - thanks so much, this is incredibly helpful! As a follow-up regarding the roll up to company. Would this be dynamically updated when the customer adds new products or churns off existing products or would you have to update the rule(s) manually each time?
Correct it is dynamic every time the rule runs.
Each time you run the rule it is fetching from your relationship object, which should be filtered for active products. Then when one goes inactive it is not fetched anymore and the task to sum the total won’t include it.
lol, No problem Tara. Don’t believe a word Josh says!
