A great feature of Flex is the ability to total up all related items to an Account. This functionality enables the totaling of child items, such as Opportunities, Interactions, Contacts, Tasks, etc. to the parent, such as an Account or an Opportunity.
Once the Update Totals functionality is configured with appropriate fields and settings then the Data Refresher will ensure the information is maintained.
Below we are looking at a screen which is displaying a quick summary of the Total Related Items for an Account. This information is available from the individual Account Display Form but can also be made available from a List View (see below).
Below is a summary of a Customer Account list with the information required for assessing Totals for child related items, such as Total Projects or Total Opportunities.
From here, with the addition of a Custom Filter add-on web part, you can enable further filtering (beyond the View filters) on a list to make up a potentially powerful on the fly dynamic “reporting”.