I'm looking for a way to display the total estimated revenue from opportunities referred by an Account Source.
My Opportunities all have a custom Est. Revenue field which is a simple currency field that the user inputs with an estimated revenue figure. I want to create a rollup that sums all the revenue from these opportunities and displays it on the Account page for the Account Source.
While I cannot figure out how to get this done on Opportunities, I was able to sum all estimated revenue from LEADS and display that on the Account Source's Account page. I did this mainly as a proof of concept (generally speaking, Leads are prospects we don't have estimated revenue for) - figuring if I could get the revenue from Leads to display, I could figure out how to get revenue from Opportunities to display. Unfortunately, I haven't been able to figure that out yet. I've created a 1:N relationship between Account (1) and Opportunities (N), but after following the instructions I could find - I am not able to get the desired result of total Opportunity revenue by Account Source.
My thinking is that the reason this works with Leads but not Opportunities is because when Leads are first entered in our system, they have a Lead Source. However, when Leads are qualified to Opportunities, the Lead Source is copied to the Account field and then displayed on the Opportunity through a Quick View Form that shows the Account Source from the Account page. I believe that the main issue is that the Account Source doesn't technically exist on the Opportunity - it's just displayed on the Opportunity from the associated Account.
Any suggestions on how to accomplish this?
