Thursday, November 22, 2018

Create a search that would count the number of Leads created per month per Sales Rep

To create the search, perform the following steps: 
1. Navigate to Lists > Search > Saved Searches New.
2. Select Customer.
3. Provide a Search Title.
4. In the Criteria tab > Standard subtab, add the filters as needed: 
    
Stage is Lead
5. On the Results tab > Columns subtab, set the following:

Field

Summary Type

Formula

Summary Label

Sales Rep

Group

 

 

Name




Formula (Numeric)

Sum

DECODE (to_char({datecreated}, 'MM'), '01' , 1)

January

Formula (Numeric)

Sum

DECODE (to_char({datecreated}, 'MM'), '02' , 1)

February

Formula (Numeric)

Sum

DECODE (to_char({datecreated}, 'MM'), '03' , 1)

March

Formula (Numeric)

Sum

DECODE (to_char({datecreated}, 'MM'), '04' , 1)

April

Formula (Numeric)

Sum

DECODE (to_char({datecreated}, 'MM'), '05' , 1)

May

Note: Since there are 12 months in a year, add 12 Formula (Numeric) fields. Update the formula to match the month (e.g. 01 = January, 02 = February).
6. On the Results tab, set Output Type = Report
7. Show Totals = True
8. Click Save and Run.

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