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I need for our sales colleagues to a list of responsible accounts for sales planning. I can do that quickly with a report, but I need this list enriched with additional information. For example sales last year (sales object), sales current year (sales object), current planning (object opportunity).

Can I build a report that displays the cumulative values ​​of these objects? If not, how can I solve this via a visualforce site?

Account Sales Last Year Sales Current Year Opportunity Amount

ABC 5.000 20.000 50.000

DEF 10.000 5.000 25.000

GHI 0 1.500 0

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If your objects are not connected then getting them into one report might be tough. I have a object similar to sales that reports revenue. It has lookups to both Account and Opportunity so you can report on everything at the lower level.

I suggest thinking about your report not from Account down to the objects but from the Sales object up to Account.

If you create a custom report type starting with Sales then pull in fields via lookup, you could get Opportunity and even Accounts too as Opportunities are child records of Account.

  • My relationship shows as follows: Account (Standard) -> Contract1 (Custom) -> Contract2 (Custom) -> Sales (Custom), Opportunity (Standard) has no relation to Sales, so I can't create a report with Sales and Opps, or? – Eagle Feb 11 at 9:39
  • So you can't then unless Contact1 or Contract2 is related to Opportunity. – Dan Wooding Feb 11 at 15:38
  • Ok, what can I do? Can I create a report with visualforce? – Eagle Feb 12 at 7:41
  • Maybe, I'm not sure. – Dan Wooding Feb 13 at 18:57

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