More information on company / contact profile

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I'm having trying to get an overview of our sales numbers according to customers. Is there a way to summarize, i.e Deals we lost with XXX customer, and show on individual company profile?

So we will get for example:

ABC Company - Deals Won (1) , Lost (3)

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Dyn

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Posted 2 years ago

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QuickBaseCoach App Dev./Training, Champion

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I assume that you have a table of customers and also a table of deals.

On the left side of that relationship setup, it's a button to make a Summerfield. Use the field to create account and set the filter where the deal was Won. Also set a filter. You could also set a filter to limit the time period to deals Won in the current year, if you have a date field on he deals table for that.

Then you could Copy that field and adjust the filter to only include deals Lost.
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QuickBaseCoach App Dev./Training, Champion

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I can;'t seem to edit the text above, but that should have said that there is a button to Create a Summary Field.