I’m trying to create a list of Companies based on Deals won. I can only do this via total deals which doesn’t provide the information I need. Is there a way to do this that I’m missing?
Hi @LiamF,
What exactly does “# and ##” stand for? Two dates? Two amounts? Could you please provide more context and ideally and example?
Best regards
Thanks for the super fast Reply Karsten and sorry, that was completely unclear. I had meant to add: how many deals with the status won and then I wanted to create different lists for those with more than 1 and less than 10, 10-19, 20-29, etc.
@LiamF you would have to create a custom roll-up property for that: Create calculation and rollup properties
At the bottom, you can specify an additional condition. Unfortunately, this dropdown does not accept any of the existing fields and you would have to create yet another property, e.g. a single checkbox called “Won deal” which is updated for each won deal via a deal-based workflow.
Once you’ve created this workflow and single checkbox , add it as a condition in the roll-up property. Then, once the roll-up property is created, you can use it in a list filter.
Yes, this should be easier – but here we are 
Let me know if you’re getting stuck and if so, where.
Thanks @karstenkoehler this is very helpful. I’ll play around with this and see if we can dig out the information needed. greatly appreciated.