You need to sign in to do that
Don't have an account?
btran3
Sum of opportunities in the product family "monthly products" on accounts
Hello,
I would like to make a field called "monthly revenue" on the opportunity level that will sum up all the products in the product family "monthly products" associated with that specific opportunity. After that I would like to make a field in the account level that sums up all of the "monthly revenue" fields in every opportunity associated with that specific account. Please let me know if you can help me with this. Thanks!
You can create Roll-up summary fields on Opportunity and Account objects.
1. Create Roll-up summary field on Opportunity (say Monthly Revenue_Opt) which will sum up from Opportunity Product.
2. Create Roll-up summary field on Account (say Monthly Revenue_Acc) which will Roll-up the Monthly Revenue_Opt field from Opportunity
Hope it helps.
Thanks,
-P
Hope it helps.
Thanks.
Where can I choose if opportunity products are under "Monthyl Products"? It does not give me the option under the filter Criteria.