Sales performance metrics availability ootb in CX Sales
Hi Team,
Creating this on behalf of the customer to re-verify
We have a requirement from the customer to implement the following solutions:
SCOT:
A custom object under Account, which needs to populate around 60+ fields (number of activities completed in the FY, next activity due date, 36M division sales, 36m divsiion lost sales , 12m Sales, 12 lost sales, equipment sales quanity for each division etc, division refers the LOB(mining, powersyste, etc))
by fetching data from multiple related objects such as:
Linked Opportunities, Revenues, IB Assets, Activities, Contacts, invoices , Orders, Contact and Address fields
The data should be created and updated automatically on a daily basis, reflecting changes in the source records.