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Topics#Data ManagementPam Pizzi の質問
Pam Pizzi が「#Data Management」で質問
2018年5月1日 1:47

Roll up Actual Bookings by Probability %

We want to build a report with a column that would calculate the total of Amount of Opportunity records, grouped by Probability %. e.g. I have 2 Opportunities in Closed Won (probability = 100%), and 2 opportunities in Negotiation (probability = 50%). I need the report to show total amount for the 2 Closed Won as well as total amount for the 2 in Negotiation stage. How should I achieve that?
2 件の回答
  1. Steve Molis (You Owe Me a Beer, Inc.)
    2018年5月1日 3:00
    Hi Pam,

     

    Could you post a screenshot of the Report, Report Type, and any Groupings, Settings, etc, that you're currently using and the results you're getting, and create a mock-up of what you would like your Report results to look like?  (for questions related to Reports and Dashboards those are really helpful)
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