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Harish Chekurthi 9Harish Chekurthi 9 

want to add all opportunities on accounts

I want to create a custom field on Accounts to calculate all the opportunities on the account. eg(ordered, Invoiced, Partially Invoiced)

Could someone please help me out.
Best Answer chosen by Harish Chekurthi 9
Karan Shekhar KaulKaran Shekhar Kaul
HI Harish,

Under Filter Criteria select "Only records meeting certain criteria should be included in the calculation" User-added image

All Answers

Karan Shekhar KaulKaran Shekhar Kaul
Hi Harish,

Create a rollup summary fields on Account for opportunities. Select count as roll up type & under Filter Criteria provide the criteria for which you want to create rollup.

 
Harish Chekurthi 9Harish Chekurthi 9
Hi Karan, thank you for the help. if I select Roll-up Type as count it is only giving the count of all the records. I want the amount of all opportunities to be rolled up based on (Ordered, Invoiced and partially invoiced)
Karan Shekhar KaulKaran Shekhar Kaul
HI Harish,

Under Filter Criteria select "Only records meeting certain criteria should be included in the calculation" User-added image
This was selected as the best answer
Karan Shekhar KaulKaran Shekhar Kaul
and instead of COUNT select SUM
Karan Shekhar KaulKaran Shekhar Kaul
User-added image
Harish Chekurthi 9Harish Chekurthi 9
Hi Karan,
Please see my below condition.

User-added image
and I am getting value as Zero as per below
User-added image
Karan Shekhar KaulKaran Shekhar Kaul
Hi Harish,

You need to create one field each for Invoice amount,Ordered Amount & Partial Invoiced amount
Harish Chekurthi 9Harish Chekurthi 9
Hi Karan, if I create a field for individual stage, can I create a formula to sum up all the average deal size.
Karan Shekhar KaulKaran Shekhar Kaul
Hi Harish,

Yes, Create a formula field on Account to sum/average all values from rollup summary fields.