Closing and Efficiency rates in QB report

Question

QB says that it can't be done but I don't see why it can't - its a simple function.&nbsp; I run 2 reports each week and then I have to manually put them in an excel spreadsheet to send out because I have 2 simple formulas in 2 colums - I have Sales volume divided by number of customers to get a efficiency and I have Number of Sales divided by Number of Customers to give a closing percentage,&nbsp; Now this is based on a Total of all sales specific to a division and to each sales person ExampleSales Person &nbsp;&nbsp;&nbsp; # of Customers&nbsp;&nbsp;&nbsp; # of Sales&nbsp;&nbsp;&nbsp; Volume&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;Efficiency&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; ClosingJoe Black&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 15&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 5&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; $58,189.64&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$ 3879.31&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 33.33%Curious George&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 3&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;3&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; $35,258.61&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; $11,752.87&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; 100%I created 2 reports that give me the sum of all # of customers per sales person and total # of sales with volume per sales person but I need to be able to run a report&nbsp;with all of these combined into 1 report or at least 2 reports - QB should have the power to do this the other thing I was thinking is making an excel template to connect with QB so the report can up-to-date fields - I don't know how to do this so I would need to hire outside help.Any suggestions? By the way please keep things simple like I was a 4 yr old LOL - I Have knowledge of QB and built this app but with a lot of help.Thanks&nbsp;

quickbasecoachd · Answer

Can you describe your tables and their relationships?

gilbertspigelm2 · Answer

Hi Roxanne,Create a parent table out of your Sales Person field. Then use summary fields to get # of Customers and # of Sales and total sales. That's where you create a formula field to get the additional columns. I just had to do the same with one of my tables because my end user requested a percentage column and if you use a Summary Report, it creates an average of an average.

roxanneziegler · Answer

I have created summary fields for # of customers and # of Sales what I am looking for is a closing and efficiency for the TOTAL of each sales person -&nbsp;If I create a calculated field it will always come up as 100% for each customer but I need to calculate on the TOTAL of each sales person &nbsp;

quickbasecoachd · Answer

Roxanne, can you describe your current tables and their relationships?

gilbertspigelm2 · Answer

Roxanne, you were asked for current table and relationships. That will better help understand. I don't think you have Sales Rep as a separate table. If you did, you would get 100% as a value.

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Closing and Efficiency rates in QB report

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