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Always Learning Total Account and SubAccount (Children) Sales
You can create a simple custom field to report the total amount your company has sold to an account:
Data Type Roll-Up Summary
Summary Type SUM
Summarized Object Opoortunity
Field to Aggregate Opportunity: Amount
Filter Criteria Won equals True
This "Sales" field can then be displayed on accounts.
What I am looking to do is enable this to roll-up the hierarchy so if you have Account X with children (sub accounts) Y and Z you can see Y and Z's combined sales in the X account profile.
Any thoughts on how to do this with advanced formulas?
Best
Data Type Roll-Up Summary
Summary Type SUM
Summarized Object Opoortunity
Field to Aggregate Opportunity: Amount
Filter Criteria Won equals True
This "Sales" field can then be displayed on accounts.
What I am looking to do is enable this to roll-up the hierarchy so if you have Account X with children (sub accounts) Y and Z you can see Y and Z's combined sales in the X account profile.
Any thoughts on how to do this with advanced formulas?
Best
KristinFRollup summary fields do not support the type of summary you are looking for (account-to-account). It sounds like you'll be interested in this Idea on the IdeaExchange - http://ideas.salesforce.com/article/show/10088511/.