Rolling up Sales to parent records on dashboards RRS feed

  • Question

  • Hi, We are rolling out CRM and are currently stuck with manually importing data from multiple point of sale systems, and varying degrees of data access. 

    Our solution for sales is bringing in invoices as won opportunities.  This has worked so far, but we have several accounts that are child level.  This relationship does not exist in our POS systems.  We connected the subject accounts to a parent in CRM, but the data does not roll up on the dashboard. 

    Would appreciate suggestions on how to fix. 


    Tuesday, June 9, 2015 12:18 AM