Scenarios to Display “Total Revenue” on Account->Opportunity List Applet


CRM Teck

Scenario 1: Display “Total Revenue” on Opportunity List Applet

Display “Total Revenue” on Opportunity List Applet
Display “Total Revenue” on Opportunity List Applet

Display “Total Revenue” on Opportunity List Applet
Display “Total Revenue” on Opportunity List Applet

Output

Display “Total Revenue” on Opportunity List Applet Output
Display “Total Revenue” on Opportunity List Applet Output

Scenario 2: For Account-> Opportunity, Display “Total Revenue” on Account Entry Applet

  • Create MVL on Account BC

Create MVL on Account BC
Create MVL on Account BC

  • Create MVF on Account BC

Create MVF on Account BC
Create MVF on Account BC

  • Add Pickmap as the Primary Revenue Amount is specialized field and dependent on Primary Revenue Close Date. Otherwise it will give an error

Add MVF PickMap
Add MVF PickMap

  • Create Calculated Field to sum the Revenue

Create Calculated Field to sum the Revenue
Create Calculated Field to sum the Revenue

Output

Scenario 2 Output
Scenario 2 Output

Scenario 3: For Account-> Opportunity, Display “Total Revenue” on Account Entry Applet for the “Sales Stage” of Opportunity is “01 – Prospecting”

  • Follow the steps mentioned in the Scenario 2
  • Add Search Spec on MVL.
  • Note: There is no property like…

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