Report showing comparison for sales per month this year vs. last year
So I've hunted around and haven't been able to find an answer to this so far. I'd like to make a comparison so we can see how we're doing compared to last year. So I'd like to have a report where I ca...
This is easy to do with script. But your question is very broad without any reference to the desired report format, what is being aggregated or fields involved. Without regard to native QuickBase capabilities post a mockup of what you want the summary report (or chart) to look like and what fields are involved.
We list jobs as "opportunities" We track an "estimate $" and a "won value" - each with a corresponding date The opportunity has a "status" of "proposal" or "new", "lost," etc.
so what I'd like to do is total up the "won value" of all opportunities with a "won" status and an "won date" in the month of January 2018, and compare that to the opportunities in January 2019. (with the same criteria of won). The format of the report isn't critical, as long as it's easy to follow. I drew up how I'm visualizing it in my head, but I'm open to suggestion on this.
