How Can I See the Total Deal Value Associated with a Contact in a Single Column?
To display the total amount of deals associated with a single contact in a single column, follow the step-by-step process below:
Step 1: Create a Multi-Lookup Field in the Contact Module
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Navigate to Setup > Modules > Contacts.
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Click on All Detail Form Fields and select Add New Field.
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Choose Multi-Lookup Field as the field type.
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Set Deals as the associated module.
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Click Save.
Note: Multi-lookup fields allow multiple deals to be linked to a single contact. You can learn more about Multi-Lookup Fields here.
Step 2: Create a Calculated Field to Sum the Deal Value
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Stay in the Contacts Module and click Add New Field.
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Select Calculated Field as the field type.
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The Parent Module will automatically be set as Contacts.
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Set the Child Module as Deals.
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Under Define Relationship, select the multi-lookup field created in Step 1.
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Choose Field to Aggregate: Select Deal Value.
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Set the Operation to SUM.
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Choose the Calculation Mode:
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Real-Time: Updates immediately when changes occur.
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Scheduled: Updates once every 24 hours.
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(Optional) Apply a Filter on either the Parent (Contacts) or Child (Deals) Module to refine which records are included in the calculation.
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Click Save.
Step 3: View the Total Deal Value on the Contact Record
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Open any Contact Record.
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In the Multi-Lookup Field, associate the relevant deals.
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The Calculated Field will now automatically display the total value of all linked deals.
Outcome: Each contact will have a dedicated column displaying the total deal value, eliminating the need for manual calculations.
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