How Can I See the Total Deal Value Associated with a Contact in a Single Column?
To display the total amount of deals associated with a single contact in a single column, follow the step-by-step process below: Step 1: Create a Multi-Lookup Field in the Contact Module- Navigate to Setup > Modules > Contacts.
- Click on All Detail Form Fields and select Add New Field.
- Choose Multi-Lookup Field as the field type.
- Set Deals as the associated module.
- Click Save.
Note: Multi-lookup fields allow multiple deals to be linked to a single contact. You can learn more about Multi-Lookup Fields here.
Step 2: Create a Calculated Field to Sum the Deal Value
- Stay in the Contacts Module and click Add New Field.
- Select Calculated Field as the field type.
- The Parent Module will automatically be set as Contacts.
- Set the Child Module as Deals.
- Under Define Relationship, select the multi-lookup field created in Step 1.
- Choose Field to Aggregate: Select Deal Value.
- Set the Operation to SUM.
- Choose the Calculation Mode: Real-Time: Updates immediately when changes occur. Scheduled: Updates once every 24 hours.
- (Optional) Apply a Filter on either the Parent (Contacts) or Child (Deals) Module to refine which records are included in the calculation.
- Click Save.
Step 3: View the Total Deal Value on the Contact Record
- Open any Contact Record.
- In the Multi-Lookup Field, associate the relevant deals.
- The Calculated Field will now automatically display the total value of all linked deals.