Hi
I’m looking to calculate the total for associated deals closed in the past year to update a custom property related to the value of the total closed deals for the past year.
I have set lists with close dates and using the amount value, but that appears to track the ammount on the deal not the sum of deals closed.
Any ideas?
Hi @JStowe5,
I assume you’re working with a calculated property here, correct? Create calculation and rollup properties
Am I understanding you correctly that the outcome should be a company property that contains the amount of all associated closed deals from the past year?
@JStowe5 wrote:
I have set lists with close dates and using the amount value, but that appears to track the ammount on the deal not the sum of deals closed.
I’m not sure I understand this – what’s the different between the amount and the sum of deals? Do you not want to add up the deal amount of each individual deal? Or do you want the calculated property the count of closed deals (how many deals, not their cumulated deal amounts)?
Best regards
Yes I am using the rollup function in calculation. How do I add the requirement to have the deal close date be this year?
@JStowe5 at the moment it’s not possible to add this condition (a date filter) directly - you need an additional property, for example a single checkbox ‘Closed last year’. This could be updated manually in bulk or via workflow. It’s also accepted as a condition in roll up properties.
thank you!!