Tuesday, April 30, 2019

Display the Total Amount of Sales Created by a Sales Rep in Dashboard

1. Navigate to Reports > Saved Search > Saved Searches > New > Select Transaction.

2. In the Criteria tab > Standard sub tab > Add the following Filters:

  • Type is Sales Order
  • Sales Rep is (any of = select from the list)
  • Main Line is true/yes

3. In the Results tab > Columns sub tab > Set the Summary Type to Amount = Sum.

4. Then, rename this search and click Save and Run.

5. Navigate to Home > Dashboard.

6. In the KPI portlet > Setup > click Add Custom KPIs button and select the saved search that was just created. 

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