Ask PT How to See CY Revenue for Salesforce Opportunities or Accounts



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Dear PT, 

Our company displays products, quantity, and revenue on our Opportunity records. Unfortunately, the revenue figures are from the last 12 months to date, so the total may span two different years. We need to separate the revenue into two different categories, this year and last year. And we’d also like to display this information at the Account level. What do you suggest?

Rev. Nu Kalander from Fields, IN

Dear Rev,

The good news is you can easily build the required Rollup Summary Fields with Rollup Helper. This would create annual revenue fields for every Opportunity and Account—in a span of minutes using clicks not code. Problem solved!

The multi-step rollup configuration is outlined here, explained in detail.




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