Is it possible to create Product Count on the Account, that a Salesrep can see the qty of each product with name on the Account to get a better Overview instead of openening every single Opportunity or create a report.
Hope you have some good ideas
12 answers
@Subbu, I just test using my solution give earlier to use 2 roll-up summary is works. It is much more simpler.
Create 2 level Roll-up Summary field.1st in Opportunity to roll up from Opportunity Product
2nd in Account to to roll up from Opportunity
