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is there a way  when using the opportunity with Opportunity team member  report type to calculate the amount based on distinct opportunity records.  The challenge when using this report type is that when including all the Team members it will list the opportunity amount for each member.  I would like to get a true calculation of the pipeline when using that report if possible

 

#Reports & Dashboards  #Opportunity  #Opportunity Team  #Data Management  #Report Formula  #Report Type  #Formula  #Formula Field  #Salesforce  #Sales Cloud

2 risposte
  1. 23 lug 2021, 16:25

    sure @Kermit Del Rosario . Thanks for reaching out.

     

    @Jason Rojas : Can you help share screenshot of how report looks as of now? Also.. what value do you see if you apply a Summary format of report on Opportunity column.. does it give you the correct amount of Opportunity? Help confirm.

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