Show how often a product is being added to an opportunity

The following is a tip on how to show how often a product is being added to an opportunity. It involves create a rollup field that counts the number of related opportunities. Once you have this variable it is easy to include into charts, reports and views.

  1. Customize the system
  2. Navigate to Product > Fields
  3. Add new rollup field
  4. Click Edit
  5. Add the Related Entity and Set Aggregation to Count
  6. Save and Close
  7. Then Save and Close
  8. Add this column to a View
  9. Publish All Customizations

To test this out, create an opportunity add a Product. Then manually trigger the recalculation of the Number Opportunities attribute by adding this attribute to the Product form and then clicking the recalculate symbol.

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