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Making Changes to Amount Fields

  • June 23, 2022
  • 3 replies
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Ash_Jordan
Clari
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Hi Community! How does changing an ‘Amount Field’ impact Clari?

For example - If we are using the TCV or Deal Size as the mapped field but want to change it to ACV, what will changing that impact across the board?

 

 

Best answer by paytonmiller

Within your opportunities view, changing the rollup field from TCV or Deal Size to ACV will aggregate the opportunities within the view on that new field -- ACV. The total pill would display the total ACV across all opportunities in the view. 

Clari Customer Success
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jparawan
Cameron McCann

3 replies

paytonmiller
Clari
  • paytonmillerClari
  • Clari
  • Answer
  • June 23, 2022

Within your opportunities view, changing the rollup field from TCV or Deal Size to ACV will aggregate the opportunities within the view on that new field -- ACV. The total pill would display the total ACV across all opportunities in the view. 

Ash_Jordan
Ash_Jordan
Clari
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  • Ash_JordanClari
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  • Clari
  • June 27, 2022

Thank you, @paytonmiller! If that ‘Amount Field’ is changed, will that also have an impact on my other modules? Is Amount Field something that I can change?

Clari Customer Success
paytonmiller
Clari

@Ash_Jordan great questions. It will only impact the current Opportunity view you are in when the change is made. Only if you choose to save (overwrite) the existing view will the new amount field persist the next time you open the Clari app. 

To change this field, go to Edit View > Amount > select field > Show {x} deals

 

Ash_Jordan
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