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SvetlanaK's avatar
SvetlanaK
Qrew Trainee
6 years ago

Connecting data from tables to get one report

Hi everyone,
I've got a question and I'd appreciate if anyone could help me with that.
I'm working on a sales management project.

I need to:
1. set monthly quota per sales rep
2. see remaining $ each rep needs to hit for the month 
- all visualized. 

What I've got now is:
1. Opportunities Table:

2. Sales reps table (where i indicated monthly quota for each rep):

For now I created a summary report (from Opportunities table) which calculates total won deals during the month and ave quota. 
So, I got stuck in finding a way to combine these and show how much is to be hit in a visualized report? 

Thanks,









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Svetlana K
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Relationships
reports and charts
  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    6 years ago
    At this time QuickBase cannot do mathematical calculations like subtraction between columns on the summary table.
    But no problem.
    What you need to do is create summary fields on the employee sales rep record. You already have the budgets on the employee record so what do you want to do is make a summary field of the sales. Then you have clean fields up on the employee record and you can do whatever mathematical calculations you need.






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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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    • SvetlanaK's avatar
      SvetlanaK
      Qrew Trainee
      6 years ago
      Thank you, Mark. 
      That solved my issue! 
      Have a good day

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      Svetlana K
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