Reports on POTENTIAL, where is the "QUANTITY" field?
Report for POTENTIALS have access to all fields but QUANTITY. By this, I mean the actual QUANTITY field on the LEAD.
I am in the coffee business and that field is used for number of kilograms of coffee.
I am trying to create a report that summarizes the following by CLIENT (Account Name) per MONTH:
- AMOUNT total (Value of the sale)
- QUATITY total (number of KGs of coffee)
- COUNT (number of orders made during the period)
Sample from SalesForce:
Please HELP. It is a very useful report for us.