I would like to create a aggregate/summary table that shows sales trend between months… Account | Prior Month Sales | Current Month Sales | % Change This may not be possible…I wanted to check…thanks
Hi rocketc, can you explain a little bit more what you’re looking for? How are you tracking Sales right now? Just on the Opportunity object? do you have prior month sales and current month sales as fields in that object right now? This kind of determines how you would do this / how easy it would be.
For example, here’s a sample aggregation I made comparing Last Month’s Won Opportunities by Account vs. the Current Month’s. But to show the percentage change out of the box, it would seem like you need Prior Month Sales, Current Month Sales & % Change to be fields on the object. Does this clarify things at all for you?
Anna, Thank you for your help. I have a custom object called Orders…In this object I have several fields including: [Order Date] & [Total Sale]. The Account object has a Master-Detail relationship with the Order_c object. I only have the [Total Sale] field.
Okay, so “Total Sale” is the total amount for that order?
that page: Last Month Sales
Yes, that is correct. I understand your suggestion in having a fields called Last Month, Current Month and percent change…not sure how to do this on the Orders object…but…I guess I could create rollup fields on the Account object…for Past month and Current Month and use a formula field to calculate the percent change…I wanted to check and see if I could use Skuid to creatively accomplish this…I have many similar calculations I would like to create…and I wanted to limit the number of roll-up fields I create…thank you again and please let me know if you can think of any creative ways to accomplish using skuid.
Thank you, I will let you know if I think of anything. also let us know if you have any creative ideas of your own.
Anna, would it be possible to create two Aggregate/Summary models— -Sum Sales for Current Month -Sum Sales for Prior Month And then Create a third model that “grabs” the data from the above models – calculates the % difference and inserts results into a custom template…Note: I have no idea what I’m talking about…it just sound good.