Summary Report Based on Similar Values in Two Fields in Same Table
Hello,
I am trying to create a summary report for our sales reps that will show deals they are the sole sales person on and deals that the split with another rep, to help them forecast their sales. Depending on the deal, they may share the forecast number, and we'd like to display the split amount for better forecasting per rep.
I have two User fields: [Sales Rep] and [Sales Rep 2], that the sales rep could be in, depending on if they are the main rep or secondary in splitting the deal. I have another field that calculates the split amount (usually 50/50 of the full deal amount).
Example: Reps Smith, Wilson, and Jones are splitting deals. Deal 1, Smith is the main rep with Wilson as the 2nd rep, Deal 2, Wilson is the main rep with Jones as the 2nd rep. In the summary report, Wilson would show all sales opps where he is listed in either [Sale Rep] or [Sales Rep 2] field, which would include both split deals.
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Jenni Murray
Detroit, MI
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I am trying to create a summary report for our sales reps that will show deals they are the sole sales person on and deals that the split with another rep, to help them forecast their sales. Depending on the deal, they may share the forecast number, and we'd like to display the split amount for better forecasting per rep.
I have two User fields: [Sales Rep] and [Sales Rep 2], that the sales rep could be in, depending on if they are the main rep or secondary in splitting the deal. I have another field that calculates the split amount (usually 50/50 of the full deal amount).
Example: Reps Smith, Wilson, and Jones are splitting deals. Deal 1, Smith is the main rep with Wilson as the 2nd rep, Deal 2, Wilson is the main rep with Jones as the 2nd rep. In the summary report, Wilson would show all sales opps where he is listed in either [Sale Rep] or [Sales Rep 2] field, which would include both split deals.
- Is there a way to create a summary report to show all deals for a sales rep whether they are in [Sales Rep] OR [Sales Rep 2] field?
- Will a summary report show the same record twice in the report? Per the example, would Deal 1 be calculated under Smith & Wilson and Deal 2 under Wilson & Jones?
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Jenni Murray
Detroit, MI
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