I've been searching for formula help on this but can't seem to quite get a solution so hoping someone can help out! Problem: Opportunities with Products Report with a Grouping Field of Global Region (Opportunity.Global_Region__c). Global Region is a picklist field but is related to the Global Region on the account where the opportunity is created from. Needing to take YTD Closed Won totals (using Expected Product Amount) for separate regions and create a formula to compare the individual regions with static 2025 net sales totals for each one. Summary-Level Formula used for the global grand total which works with the static total sales value. Example (without formulas and field names): USCA YTD Sum of Expected Product Amount = $10M USCA 2025 Total Sales = $50M CY YTD vs. PY Rev = 20% Would rather not have to create 4 separate reports to calculate the metric but also not creating new fields on the page. @Formulas - Help, Tips and Tricks
@Steve Molis, can let this one go. Had a coaching session with Salesforce and essentially, no other solution in my org other than creating a custom field with static sales numbers to use in the formula. Appreciate the help though!
