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Topics#Sales CloudDave Meixell の質問
Dave Meixell (Partner Tech) が「#Sales Cloud」で質問
2023年4月14日 4:30

How can I create a total of all Opportunities for a Sales Manager on a report?

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 件の回答
  1. Saurabh Singh (CodetoClick Solutions Private Limited)
    2023年4月14日 10:23

    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.

    Hi, 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

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