Constraints:

Pro and Enterprise edition only allow 14 formula fields per module.

You cannot put a custom formula field in another custom formula field. It just isn't allowed!

A formula can only have 1,000 characters.

Only 10 checkboxes are allowed per module

Problem:

While the Stage Probability mapping is "OK", it only reflects the user's opinion about where they are. It is not based on any specific activities that we know increase the probability of closing a sale. Therefore, a list of activities with a Yes/no selection can direct a salesperson down the path of success. The more yeses = increase probability of signing a deal.

Complexity factor:

In a large sale with multiple moving parts, the number of activities can be in the 20 - 30 range. Add to this the fact that sometimes the variables are not always applicable. For example, if an Architect is not involved in the project then the significance of the builder, interior designer, and client increases. Therefore, this creates a significant number of nested if then statements to create the overall score and the divisor score to create the % probability of closing the sale.

Since you cannot put a formula field in a formula field, I attempted to create one field that would nest all the variables and do the math. See attached doc. It is more than double the character constraint. I could rename fields, but this means the fields shown to the user are cryptic since I cannot relabel them on the layout. As we all know, the user has to make sense of what they are doing or they just get stuck.

Ideal Solutions may be:

Be able to convert a formula's result to a pure number and then use the result in another custom field.

Give up and do something else!

Any assistance will be greatly appreciated.