Contents
- 00:00 Comparing current, potential, and total customer value
- 02:30 Create a source report for opportunities, grouped by account
- 07:32 Add a donut chart to the source report
- 09:52 Add the donut chart to the account record page
- 13:40 Adjusting the source report to improve data visualization
- 26:14 Create Current Customer Value, Potential Customer Value, and Total Customer Value roll-up summary fields on accounts
- 32:08 Create a section on the account page layout to display customer value