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
#Salesforce #Opportunity #Opportunity Team #Formulas #Formula Field #Reports & Dashboards #Report Formula #Rollup Summary Field #Sales Cloud
2 件の回答
Hi Jason
you can group over the Opportunity for Amount field and you will get the calculation done. https://help.salesforce.com/articleView?id=salesteam_reports.htm&type=0
Hope it helps :)