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Currently, aggregate functions in Views and therefore in the Pipeline View returns incorrect values when filters involving related entities are used. This can cause inflated totals, for example, when multiple quotes are linked to the same opportunity.
Proposal:
- Adjust aggregation logic in the Pipeline View to prevent duplicate counting when using filters with related entities.
- Ensure that each opportunity is counted only once, regardless of the number of linked records.
- Provide clear documentation and examples on how aggregate functions behave in the Pipeline View.
These improvements would enhance data accuracy and improve usability.
STATUS DETAILS
New