How to group sales by representatives in a report?
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