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  • Adrian McDonagh
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5 replies

Want to calculate spend between set date and current date

Just need some help with creating a formula, I am not sure whether it is possible but I imagine it is.

On the account object. I want to calculate the total spend between a set date (controlled by another field) and the current date. So as I change this set date you can see how much a particular company has spent since then.

I know you will need the opportunity fields to relate to but could anyone create a formula which I can work from or just any advice in general would be appreciated.
5 replies

Want to calculate spend between set date and current date

Just need some help with creating a formula, I am not sure whether it is possible but I imagine it is.

On the account object. I want to calculate the total spend between a set date (controlled by another field) and the current date. So as I change this set date you can see how much a particular company has spent since then.

I know you will need the opportunity fields to relate to but could anyone create a formula which I can work from or just any advice in general would be appreciated.