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Display past revenue into Accounts RRS feed

  • Question

  • Hi

    We would like to Display past revenue into Accounts?

    Ideally revenue by:

    • 'This fiscal year’
    • ‘Last fiscal year’
    • ‘All'

    Is this possible by adding new fields and filters? if so how do we do this?

    Friday, December 19, 2014 1:49 PM

All replies

  • Note we are using CRM 2011.
    Friday, December 19, 2014 1:49 PM
  • The answer is yes, you can do this.  The solution depends on where the past revenue data resides. If the data resides in an external system then you can use a solution like kingswaysoft.com to handle the integration and calculation.  If the data resides in CRM on multiple records then you can use a plug-in.  If the data resides in CRM on one record then you can use a workflow.......

    Regards, Donna

    Thursday, January 8, 2015 3:59 PM
  • Hi Donna

    Thank you for replying. The data would be coming from Opportunities Won which = that account and then we would do the same for 'This fiscal year’ and ‘Last fiscal year’.

    Do you have an example of a work flow for this? or point me in the right direction to get started.

    Tuesday, January 13, 2015 9:34 AM