Joined: 14 Jun 2012
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Posts: 5
Topic: Simple question - just so confused! Posted: 13 Sep 2012 at 2:02pm
Hi Guys,
I have got a report that I want to show the name of a sales person, and the opportunities(list of companies) and how much from each sale he can make. I have applied a filter to filter by employee which works. However, the same company i.e - BOQ has multiple dealings with the same sales person, and also different amounts per deal. These are currently showing up as different entries, i.e
Joined: 14 Jun 2012
Online Status: Offline
Posts: 5
Posted: 13 Sep 2012 at 2:29pm
I have created a formula - "IF {Opportunity.CustomerIdName} = 'Ramsay Health Care' THEN ({Opportunity.EstimatedValue})"
And then run a 'SUM' on it, and it gives me the total of the 4 Health Cares.. However, There are often new companies inserted every day and i have physically written the company in. Any ideas??
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