Question
Is there a way to sum fields from multiple relationships to C360 and join a report with opportunity fields?
We currently track a field called "Total Prize Pool" in our relationships.
This indicates the dollar amounts a customer has purchased with us per relationship.
However, I'd like to see the sum of all "Total Prize Pool" fields from my relationships under the account on the C360.
1. Is this possible
2. Can I create a report that shows the "Total Prize Pool" Sum on the C360 with the SUM of closed won opportunities to compare the two are accurate?
This indicates the dollar amounts a customer has purchased with us per relationship.
However, I'd like to see the sum of all "Total Prize Pool" fields from my relationships under the account on the C360.
1. Is this possible
2. Can I create a report that shows the "Total Prize Pool" Sum on the C360 with the SUM of closed won opportunities to compare the two are accurate?
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