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Sascha Deinert Sales planing overview values of different objects
Hi,
I need for our sales colleagues to a list of responsible accounts for sales planning. I can do that quickly with a report, but I need this list enriched with additional information. For example sales last year (sales object), sales current year (sales object), current planning (object opportunity).
Can I build a report that displays the cumulative values of these objects?
If not, how can I solve this via a visualforce site?
Thanks,
Sascha
I need for our sales colleagues to a list of responsible accounts for sales planning. I can do that quickly with a report, but I need this list enriched with additional information. For example sales last year (sales object), sales current year (sales object), current planning (object opportunity).
Can I build a report that displays the cumulative values of these objects?
If not, how can I solve this via a visualforce site?
| Account | Sales Last Year | Sales Current Year | Opportunity Amount |
| ABC | 5.000 | 20.000 | 50.000 |
| DEF | 10.000 | 5.000 | 25.000 |
| GHI | 0 | 1.500 | 0 |
Thanks,
Sascha