My company's opportunities have custom fields on opportunities with up to 5 different invoice dates/amounts. I would like to create a field on the accounts object that will sum any of the amounts within opportunities that are not lost and the date is within current year and current quarter. The total opportunity amount is what shows as projected right now and we would like to see it broken down by invoice date.
For example, maybe two opportunities are created as follows on one account:
Opportunity 1 1st Invoice Date 11/1/14 Amount $10 2nd Invoice Date 12/1/14 Amount $10 3rd Invoice Date 1/1/15 Amount $10 4th Invoice Date 2/1/15 Amount $10 5th Invoice Date 3/1/15 Amount $10 Opportunity 2 1st Invoice Date 11/1/14 Amount $100 2nd Invoice Date N/A Amount N/A 3rd Invoice Date N/A Amount N/A 4th Invoice Date N/A Amount N/A 5th Invoice Date N/A Amount N/A
So the rollup field on the account page would be 2014 Q4 projections = $120.
Is there an easier way to do this than create rollup summary fields within a date range for each invoice date, then adding them together? Is this something that would require code?