Viewing Totals By Account Owner

Suppose that you want TeamView to show you deal-related totals per account.

For this, you need a view in which the summary totals for each team member are made up of the values of the opportunities related to the accounts they own.

If you need a view of this sort, but it is not currently available, ask your administrator to set it up.

Combining the view with a suitable team

In addition to the view itself, you'll probably also want to set up an 'Account Owners' team made up of the users who own the accounts you're interested in.

When both the view and the Account Owners team are selected, you get a list of account owners, and the summary totals are for opportunities belonging to the accounts owned by each team member.

The opportunity details area can be configured to display the account and owner of each opportunity listed.