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dnewport Calculate Total Opportunities in a Certain Stage for A Unique User
I am attempting to create a formula for a custom object to identify whether a sales rep is meeting his/her quarterly net sales goals. This would be calculated by the user id and the total number of opportunities in a unique stage for a 3 month period of time. Is this even possible?
dnewport,
Currently the formula fields can not look in other objects. They can only reference fields on their own object. An sControl has the ability and should be able to do what you want but it would require the API to get it done.
Ok....I am attempting to create and S-Control that does this....I am a programming "ignormus"...lol. I have gotten this far :
IF{!ISPICKVAL( Opportunity.StageName , "Loan Approval")}AND{!Opportunity.OwnerId}
Am I even on the right track? How do I get this to return the actual number of Opportunities in this stage for the first quarter, second quarter, and so on?