Territory related report
I am facing difficulties to create the following similar reports:
- Average Order (Invoice) Value by Territory
- Total (SUM or Value of all Invoices) Invoices by Territory
- Monthly sales by Category (this is a Territory field)
All the above three reports are directly related to the Territory.
Please note that my clients does not use Potentials module.
To create the 3 reports - I have tried to make
roll-up-summary of Grand Total in Invoices module and store those values in Accounts and Contacts module. I have not found the solution.
I will appreciate your advice. You can also suggest me alternate solution so that I can achieve the above 3 reports.