We are trying to accuratly rollup ARR on opportunities that reach a certain criteria but using rollup cannot do subtraction for some type values. How is this to be rolled up to accurately show arr on the opportunities that are upsells -downsells but not to calculate the previous new business opportunities. Running into a wall.
I am trying to do this on the Account Object. several companies has this already built and created from salesforce and their cpq data, just running into a wall.
currently ARR = IF(CONTAINS(Pricebook2.Name, 'MRR'), MRR__c * 12, MRR_DealHub__c * 12)
but since i need the new field Active ARR on the account object it will calulate the Arr from the opportunity that meet certain criteria. you can't use the ARR formula field so we named another field that will pull in that same name.
But its not pulling in what is needed.
