Share
ReportIs there a way to create a report that tells me which products are being added as line items to Opportunities?
You’re offline. This is a read only version of the page.
Is there a way to create a report that tells me which products are being added as line items to Opportunities?
Hi Kathy,
Yes you can do this. I created a blog post to show you how this can be achieved.
http://365lyf.com/show-how-often-a-product-is-being-added-to-an-opportunity/
It involves create a rollup field that counts the number of related opportunities. Once you have this variable it is easy to include into charts, reports and views.
To test this out, create an opportunity add a Product. Then manually trigger the recalculation of the Number Opportunities attribute by adding this attribute to the Product form and then clicking the recalculate symbol.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,280
Super User 2024 Season 2
#2
Martin Dráb
230,235
Most Valuable Professional
#3
nmaenpaa
101,156
All responses (
Answers (