Hello,

I'm in Opportunities module and created a field "chance of sale" that calculates the probability of each likely amount.

e.g. likely: 100€, probability: 10%. So the field "chance of sale" has the value of 10€.

Now I want to create another field that sums up all values of the fields "chance of sale" in dependency for each customer.

So I have to create a sum of these values in dependency of the Account Name I think. How do I actually do that in "Edit Field"? I am trying and trying and have no idea.

Thanks for your help. I'm very new to this program and need your help.

Greetings

I'm in Opportunities module and created a field "chance of sale" that calculates the probability of each likely amount.

e.g. likely: 100€, probability: 10%. So the field "chance of sale" has the value of 10€.

Now I want to create another field that sums up all values of the fields "chance of sale" in dependency for each customer.

So I have to create a sum of these values in dependency of the Account Name I think. How do I actually do that in "Edit Field"? I am trying and trying and have no idea.

Thanks for your help. I'm very new to this program and need your help.

Greetings

Create field "sum of sale" in module that you want,with following properties

Datatype -currency

Enable "calculated value"

Formula -rollupSum($opportunities,"chance_of_sale_c")

and save "sum of sale"that field.This field will be having sum of all related opportunities chance of sale.

Hope it helps.

Thanks!.