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YTD Sales totals with calculated field

Question asked by Chris Hood on Jul 10, 2018
Latest reply on Jul 11, 2018 by André Lopes

I'd like to create a custom field to show an accounts total sales with us for current year (YTD Sales). Is this possible through a calculated field?

 

I've created a field to show the Customer Lifetime Value with:
rollupSum(related($quotes,"subtotal"))

 

That works great. I'm having a bit of difficulty figuring out how to expand this to only include sales for the current calendar year with a calculated field. Figured I'd ask to see if it was even possible with a calculated field before spending a ton of time on it.

 

Thanks!

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