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Hello Friends,
I have added custom filed " load percentage" in opportunity entity. Now I have to calculate average percentage of all opportunities under one owner using this filed. how can i do this? I tried to create rollup field in custom entity, tried to calculate there and then transfer this data in Goals, but did not work. Can someone help me? :(
Hello Sally,
I hope you are well.
What type of fields you are using? What results do you need in this calculate field? Share more details about solutions are you attempt to implement.
Best Regards,
Hello Carlos,
In each opportunity, we have field where loan percentage is entered manually. Each user has more then 10 opportunities. We have to calculate average percentage number for each user. So I have to define, where should I calculate it. I could not add a calculated field in opportunity entity, because it`s not related to one concrete opportunity. I also have to define goals for each user using this info. I added new entity,
tried to use calculated and rollup field in the new entity, but did not work. Can`t filter data by user and also calculated filed does not have average calculation. I have done this only in "User" entity using rollup field. But it`s not comfortable and also can`t use them in goals.
Best regards
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