@Steve Molis word travels fast from across the globe here in Australia that you're the best! Would appreciate your or anyone else's help on a quick question. It seems obvious but I'm spinning my wheels.

I want to create a custom field at the Account level rolling up and averaging by month the last 12 months of Opportunity Amounts. If the first opportunity date is less then 12 months, I want to use the average of months since the first opportunity date.

Example 1: An account has 5 opportunities in the last 365 days. It just so happens there were another 5 before that, but we can ignore those. The total $ amount of all the opportunities was $1200. Therefore the avg amount is $100 per month.

BUT

If an account came on board 1 July 2020 and they've had 3 opportunities since then totalling $400, the avg per month should be around $100.

Can you wrap this in a formula on the Account object? Alternatively if not possible, can you create a few other fields and then use these to achieve this?

Thanks in advance,

Shaun