The Total Proposal Amount calculates the total amount of the Amount Funded field on Proposals which have a given Solicitor listed. To see this amount on a record, follow the steps below:
- Open a constituent record who has a Proposal
- Go to the Prospect tab
- Highlight Proposal on the left side
- Open the Proposal
- The Solicitor name shows on the left side, and the Amount Funded is at the bottom.
The total Amount Funded for all proposals with a particular Solicitor pulls into the dashboard in the Total Proposal Amount field.