How to show sum of $ values in deals
Hi everyone, I need to add the sum of a number of $(currency fields) together to show total amount.
Explanation, in one deal, we may provide our client with 3 different services. For each service, we charge a different amount every time. We would like to then be able to display the total revenue from that client. ie how much revenue that client is worth.
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Explanation, in one deal, we may provide our client with 3 different services. For each service, we charge a different amount every time. We would like to then be able to display the total revenue from that client. ie how much revenue that client is worth.
We also want this to be able to show this 'total amount' in the kanban view for deals and aggregate it by the 'total amount'.
We just can't seem to figure out in the deal section, how to sum up all $values in one $value.
Using the 'formula' field isn't ideal because this doesn't show as a dollar/$ amount. Nor can it be aggreated in the kanban view.
I would assume this would of come up before?
We just can't seem to figure out in the deal section, how to sum up all $values in one $value.
Using the 'formula' field isn't ideal because this doesn't show as a dollar/$ amount. Nor can it be aggreated in the kanban view.
I would assume this would of come up before?
Thanks in advance!
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