I have a report listing all of the Opportunities for a Sales Manager. I have grouped the rows for "Total Amount" and total "2023 Revenue". But I also want a grand total of these two amounts.
How do I accomplish?
3 risposte
Hi, @Dave Meixell
You can create a custom summary formula for your report.
1. You must group rows based on your requirement(Total Amount) and Total 2023 Revenue. And create a custom summary formula column.
Please follow the given link to create a custom summary formula:-
https://help.salesforce.com/s/articleView?id=sf.building_custom_summary_formulas.htm&type=5
I hope this helps.
Thanks