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IvanWeiss's avatar
IvanWeiss
Qrew Captain
6 years ago

Creating Sales Goals Comparison to Actual Sales (Invoices Submitted)

I have a project management application that has a CRM component built into it.  My sales team enters their annual sales goal on a table called Sales Goals The sales team enters their data on the t...
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IvanWeiss's avatar
IvanWeiss
Qrew Captain
6 years ago
So I think I followed all of this and here is a screenshot of my relationship.  I also got rid of the snapshot and now have sales goals going directly to Invoices.  But on my report I have nothing being summarized up from Invoices.  For some reason I dont think those records or automatically linking.  I guess I am not sure how I automatically get the related sales goal to link to the appropriate invoices

I added a report to the invoices table to show my quarterly invoices so we can see the data.  Obviously I see the issue is the related sales goal column is empty.  When I am not understanding is how to auto populate that to create the link.  I dont want end users to have to link to sales goals manually for every single invoice.



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Ivan Weiss
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jasonjohnson1's avatar
jasonjohnson1
Qrew Cadet
6 years ago
Where is project solutions coming from?

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jason johnson
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  • IvanWeiss's avatar
    IvanWeiss
    Qrew Captain
    6 years ago
    It is a lookup field on invoices being passed from several levels up.

    The root table is a Project.  It contained Project Solutions (which is a relation to team members).

    Projects<Opportunities
    Opportunities<Order
    Order<Invoices

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    Ivan Weiss
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    • IvanWeiss's avatar
      IvanWeiss
      Qrew Captain
      6 years ago
      Just wanted to give this a nudge and see if anyone had any more input on it?  What I am stuck on is I have the association of Sales Goal< Invoices.  So I can summarize the invoices to the sales goals.  

      Except I cannot physically connect them.  How do I populate the related sales goal field on invoices?

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      Ivan Weiss
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      • QuickBaseJunkie's avatar
        QuickBaseJunkie
        Icon for Qrew Legend rankQrew Legend
        6 years ago
        Hi Ivan,

        I know you're anxious to get this solved, I've been busy with clients who get first priority 😉, community is just in bits of free time.

        In my recommended solution (above) I stated"
        If you want it to automatically 'link up' I would suggest making the salesperson name the key field and making a 'user' field or other dropdown the related reference field on the Invoice. In this scenario, you would have to have the salesperson on the Invoice (or some other key identifier).


        Basically, before you create the relationship you need to have a field on the Invoices table for salesperson (and it needs to be populated, basic User field is fine), then on the Goal table make the salesperson field the key field. Now when you create the relationship instead of allowing it to generate the "related sales goal" field, you choose the Salesperson User field.

        Once done, all of your records will be linked. 🙌

        If there isn't already a populated salesperson field on the invoices table, someone will have to go through the work to designate which applies to who.



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        Sharon Faust (QuickBaseJunkie.com)
        Founder, Quick Base Junkie
        https://quickbasejunkie.com
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