Problem - Opportunities can get clogged up and confusing when multiple contractors are bidding on the same project, such as a new construction site.
The Sales team wants to accurately forecast their...
The Sales team wants to accurately forecast their...
How do you calculate the sum of Closed Won Opportunities for each Account record?
How do you calculate the sum of Closed Lost Opportunities for each Account record?
How do you calculate the sum of non-closed Opportunities for each Account record?
How do you calculate the number of won Opportunities for each Campaign record?
How do you calculate the number of won Opportunities for each Account record?
How do you calculate the amount of lost Opportunities on each Account record?
How do you calculate the most recent close date of a closed child Opportunity for each parent Account record?
You want to be able to run a report to see what Accounts donated, and what its individual Employees donated, separately or together.
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