Hey,
Hoping I can get some help with a report I'm trying to tweak for my organisation.
I had previously setup a joined report to track each individual sales persons "Large Opportunities(based on probability percentage)" as a sum, vs track the total amount they have sold for the calendar year. This report feeds into a dashboard now, but the issue is that if I add a filter to the dashboard, this report's chart isn't displayed because you cant filter by opportunity owner on a dashboard for a joined report.
I was hoping to get some help trying to convert this report to a standard report as I'm unable to think of the best way for it.
My current report has two blocks
The first blocks filters are - Date Range=Current CY, Stage = Closed Won, then Opportunity owner name and Sold amount are displayed
The second block filters are - Date range = Current CY , Stage =Open, Probability % =>75% , then Opportunity owner name and Estimated amount are displayed.
By default the estimated amount and sold amount are the same, as setup in our organisation.
If i try to create a single report with filters
Date Range = Current CY, Stage= Open+Closed Won, Probability % =>75%, and display the opportunity owner name, estimated amount, and sold amount. The estimated amount will display the amount for both open opportunities and closed won opportunities.
Would anyone be able to help out with the best workaround for it?
Thanks
I'm not referring to a summary formula - but an actual formula field on the object.
