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Visitor
sdelavega
Posts: 2
0

How to make a customize resume formula?

I need to get the average of sales per account not per opportunity. So I’m trying to do an opportunity report and create a new customize resume formula.

 

I was thinking in something like this: ” Won:smileyfrustrated:um / Account Name”,

 

but it doesn’t work.

 

 

What can I do to get the total sales import/number of accounts?

Super Contributor
Jakester
Posts: 1,063
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Re: How to make a customize resume formula?

How about creating a new custom field on the account object that's a roll-up summary of the sum of the opportunities? Then you can just make a report on the account object and leave the opportunity object out of it.
Visitor
sdelavega
Posts: 2
0

Re: How to make a customize resume formula?

First of all, thank you for answer;  I am new with salesforce, could you explain me how to do it?

 

 

Super Contributor
Jakester
Posts: 1,063
0

Re: How to make a customize resume formula?

Setup-->Customize-->Accounts-->Fields-->New

Roll-Up Summary-->Next

Name: Total Opportunity Amount-->Next

Summarized Object: Opportunities

Sum-->Amount

Next and Finish