Hi CEklx,
1. No. of appointments
We will craete a rollup field.
Go to Customizations > Account > Fields, new.
Select Whole Number and Rollup. Click Edit.
Set the logic as follow, you could add some filter for Opportunities. Finally add this rollup field on the Account form.
2. Sales Data
We will craete a rollup field.
Go to Customizations > Account > Fields, new.
Select Currency and Rollup. Click Edit.
Set the logic as follow, you could add some filter for Opportunities. Finally add this rollup field on the Account form.
3. Quotes this year
We will add a sub-grid.
Go to Customizations > Account > Forms, edit the main form.
Click Sub-Grid under INSERT tab of command bar.
Select Only Related Records and Quotes (Potential Customer), then click New.
For the new view, add columns and edit filter criteria to configure this view.
After saving the view, select this view in the sub-grid.
3. Sales goals related to the Account
Unfortunately, because the Account entity and the Goal entity do not have a 1:N or N:N relationship, Goal cannot be displayed on the Account form.
To achieve this, we have to create a lookup field of the for Goal, and then manually select the corresponding Account for Goals.
Then insert a Goals sub-grid on the Account form.
The effect is as follows.
