How to group sales by representatives in a report?

UDP

Hello Smartsheet community!

I have a sales sheet where new sales are added each day mentioning the amount and the representative. the sheet doesn't use contact list for representatives, just a simple drop down menu.

I want to add a widget to our dashboard showing total sales by representative. I made a report by selecting the sheet, the representative column and the sales amount.

So now I have a report showing all individual sales of all representatives. What I want is to group sales by representatives where I only have the latter appear once with the total amount of their sales next  to them.

I'm sure this is possible, but I think I might need additional steps beyond creating a report.

I would be very appreciative for all the help

Thank you in advance

Ahmed.

Andrée Starå

Hi Ahmed,

There are a few different ways to set this up.

1. Calculate and keep the total metrics on the same sheet.
2. Calculate and total on another sheet (Metric Sheet) with the help of cross-sheet formulas.

Which method do you prefer?

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

UDP

Hi Andrée!

I guess I'm going to create another sheet where I'll make the calculations before adding them to the dashboard, because I don't want to mess with the sales sheet.

Thank you for your help

Have a fantastic weekend as well

Ahmed

Andrée Starå

Great!

I'm always happy to help!

Best,

Andrée