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Sales Template Help

L Anderson
edited 12/09/19 in Archived 2016 Posts

I’m using template, “Sales Pipeline by Rep”. Instead of using Rep name as the main category, I would like to use the Account/Company name. This way I can sort opportunities by the customer name.

  1. I would like the total sum values to still sort by category (which is now customer), but filtered by status. Only the items with green status will be calculated Estimated Value & Weighted Value. Is that possible?
  2. For an excel report, I want to group the lines together by category (which is now customer). So the report will be filtered by customer, than selecting desired status fields. The report should separate each category by an additional row. The additional row should calculate Estimated Value & Weighted Value of all lines in that category.


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