We have multiple Hotels that use a shared Account and Contact Database. I have been tasked with creating a report that shows by Property (Account Team), by user, the value of each account using booking room nights and revenues. Do not want to see Accounts that do not have an Account team attached. Will need the report to only show the totals for the Property in which the Account team resides.
The Report ideally will need to have the following as a minimum:
- Team Role
- User Name
- Account Name
- Acocunt Market Segment
- Account Industry
- Total Property Booking Room Nights (in potentially all bookings statuses)
- Total Property Booking Room Revenue
- Total Property Booking Event Revenue
Any ideas would be greatly appreciated...
Thank you,
Jaime
1 个回答
Hi Jaime,
Sorry for the inconvenience. In case you don't receive a response here, may I also suggest joining the Reports & Dashboards group below to collaborate with the experts for best practice and advice.
https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001rDKCAY
Hope this helps.
Regards,
Jayson
