I have a question, the answer to which I may be missing something really simple (normally the case) or just haven't had enough coffee yet...or it is WAY beyond my abilities and I just need to get over it :-)
I want to achieve the following....
My company takes savings our customers have made using our products and compares them to a base year.
They report on a (Summing up monthly) YTD, then show annually, then show savings over the lifetime of the contract, some of which are years old.
They then do the same with gallons of water saved.
It isn't possible to enter all the info into SF as the figures are adjusted every 5 mins and it would be a nightmare, but entering the culmulative figures is do-able with a roll-up.
So, long story short (Believe me this is the short version!)....is there a way to get the YTD to stop ticking over at 12 months and restart again from 0, but still have the cumulative adding up from the designated date (contract start date) through till infinity?? For both the dollar value and gallons value saved?
If this all seems a little mad, I'm sorry. You should try figuring out from the long version of the story :-)
Thanks in advance for any and all help guys.
Jess P
11 answers
It is making some sense. I can only imagine how difficult this would be to actually have to put into action. How much of this is complete and working? I think I am confused on what you need.
Is the problem that you can't get the months from last year to fall off the YTD Roll-Up on the Opportunity?
