QB says that it can't be done but I don't see why it can't - its a simple function. I run 2 reports each week and then I have to manually put them in an excel spreadsheet to send out because I have 2 simple formulas in 2 colums - I have Sales volume divided by number of customers to get a efficiency and I have Number of Sales divided by Number of Customers to give a closing percentage, Now this is based on a Total of all sales specific to a division and to each sales person
Sales Person # of Customers # of Sales Volume Efficiency Closing
Joe Black 15 5 $58,189.64 $ 3879.31 33.33%
Curious George 3 3 $35,258.61 $11,752.87 100%
I created 2 reports that give me the sum of all # of customers per sales person and total # of sales with volume per sales person but I need to be able to run a report with all of these combined into 1 report or at least 2 reports - QB should have the power to do this
the other thing I was thinking is making an excel template to connect with QB so the report can up-to-date fields - I don't know how to do this so I would need to hire outside help.
Any suggestions? By the way please keep things simple like I was a 4 yr old LOL - I Have knowledge of QB and built this app but with a lot of help.