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kmizuno's avatar
kmizuno
Qrew Member
2 hours ago

Sorting high to low within a Pipeline search

I am trying to create a dynamic report that will stay updated with our top 25 clients based on their ACV.

 

I have a checkbox field on each account labeled 'Top 25'. My goal is to have this automatically updated based on each account’s ACV. Ideally this proccess would: 

 

Look at all eligible Accounts

Rank them by ACV from highest to lowest

Identify only the top 25

Check the Top 25 checkbox for those Accounts

Uncheck Accounts that fall out of the Top 25

Recalculate this automatically on a schedule

 

The main issue I'm having is the Search Records step lets me set a record limit of 25 without giving me an option to sort the results by ACV. Because of that, I’m concerned that limiting the search to 25 records would not necessarily return the 25 highest ACV accounts. Any help will be appreciated. Thanks!

1 Reply

  • Update: I may have found a workaround. If i sort my default report to highest to lowest and have the search return only 25 that might work.