Apex Code Development You need to sign in to do that
Don't have an account?
ssurfer Calculating partner value
I have business that is incoming and outgoing to partners. In order to see what partners bring me most value, i'd like to add a field where i can see the positive or negative value. Under opportunities, we register the partner and partner role. If the partner role is "incoming" it means they're giving us business and if the partner role is "outgoing" we're giving them business.
What i want to see is the balance, taking all the won opportunities for partner x where the role is incoming, adding that up and substracting all the won opportunities where the partner role is outgoing. The problem is that i can't seem to be able to do it, not even in a report... Ideally i'd like it as a custom field under the partner account, but in a report is good enough.
I'm very grateful for help
Best regards,
johan
What i want to see is the balance, taking all the won opportunities for partner x where the role is incoming, adding that up and substracting all the won opportunities where the partner role is outgoing. The problem is that i can't seem to be able to do it, not even in a report... Ideally i'd like it as a custom field under the partner account, but in a report is good enough.
I'm very grateful for help
Best regards,
johan