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We use Grid views for opportunity tracking and forecasting.
Users will edit opportunity fields and forecast amounts inline in this main grid view. To make it truly useful for them though, they need to be able to see some summary numbers at the top: their quota target (separate field, no on opportunity), their total open pipeline (summation of fields in the grid view), and their weighted expectation pipline ( sum of amount field x probability field in grid view). This would let them see their pacing in the same place they are making edits, instead of having to look for it elsewhere.
We'd like to ability for the admin who is creating the view to be able to define and set up some number of these kinds of header fields as desired, including both aggregate operations and logic on the grid (Sum, Avg, CountIf, etc.) as well as just bringing in an external field from another entity.
Users will edit opportunity fields and forecast amounts inline in this main grid view. To make it truly useful for them though, they need to be able to see some summary numbers at the top: their quota target (separate field, no on opportunity), their total open pipeline (summation of fields in the grid view), and their weighted expectation pipline ( sum of amount field x probability field in grid view). This would let them see their pacing in the same place they are making edits, instead of having to look for it elsewhere.
We'd like to ability for the admin who is creating the view to be able to define and set up some number of these kinds of header fields as desired, including both aggregate operations and logic on the grid (Sum, Avg, CountIf, etc.) as well as just bringing in an external field from another entity.
STATUS DETAILS
Under Review