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:

  1. Open a constituent record who has a Proposal
  2. Go to the Prospect tab
  3. Highlight Proposal on the left side
  4. Open the Proposal
  5. 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.