Hi,
I am trying to create a chart that shows the sum of all Opportunities closed this year, by Account. I am able to create one that shows the count of all Opps by Account but not sum. When I try to do this via the Account name as the column I do not have that option. If I go to related Objects and choose Account there is also not an option to choose Name. How do I add that field to the available fields in a chart?
Thank you.
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Hello,
If I understood your request correctly and you would like to calculate the sum of a specific Opportunity column (for example, Budget), then you can configure the chart as shown below.
This configuration will group the records by Account and calculate the sum of the Budget column across all Opportunities for each Account.
If your business requirement is different, could you please clarify what exactly you mean by the "sum of Opportunities"? This will help us provide the most appropriate recommendation.
Yelyzaveta Shchyrova,
Hi.
Thanks for your response. You are close but we do not use the budget for our Accounts so this will not do it. What I am trying to do is get a CFY total amount of Closed Won Opportunities for each Account. It would be a chart showing each Account that has closed won Opps from this year and the amount those opportunities total. Does this make sense?