Total Sales (from Invoices or Opportunities)

Problem

Salesforce does not display the total sales figure you want to calculate and display on the Account page.

Solution

Create a rollup to show a sum amount of all closed won Opportunities on an Account. Other options include rolling up current year, prior year, YTD sales information from a custom Invoice object.

First, create a new custom field (using Currency as the data type) on the object you want the results to reside, in this case Account. We named the field "Closed Won Opportunities Total."

Create the rollup:

• Select Account as the Destination Object
• Select "Closed Won Opportunities Total" as the Target Field
• Select Opportunity as the Child Object
• Use Account ID as the Relationship Field
• Select Sum as the Rollup Type
• Select Amount as the Source Field
• Create New Filter
  • Name the filter in step 1 then skip to step 3
  • In step 3 select the Stage Field
  • Select equals as the Operator
  • Select Closed Won as the Criteria
  • Submit
    
• Save the filter and then Save and Run the rollup