What my issue is:
I have fields on the account level that mark accounts if they are new or lost. I want to aggrigate that number to a sales rep to compare them to their KPI numbers. I tried doing a master-detail relationship, but I can't figure out how to make it work for two very different objects. I'm worried the only way to aggrigate multiple fields into KPIs would be to write apex triggers. Let me know if there is a workaround that I'm missing.
Thanks!
4 réponses
What I understand here is that you want to aggregate the numbers by account owner, or globally. This wnt be something you can use with a rollup summary field, but what about reporting snapshots? You could create a report aggregating the values and snapshot it into another object on a regular basis.
