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:
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.