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Financial Analysis - Monthly Sales to Monthly Support Cases
I need to create a saved search that will include what I think is pretty basic stuff but I'm stuck. I can pull Sum and Counts with no issue in two separate saved searches but I need to find a way to merge them into one. This will let us see who the high % support requesters are in our client base with respect to sales. Piece of cake.
Criteria:
Active customers with transactions (Cash Sale + Invoice) where date is within last month.
Results:
Customer
Sum of Last Month's Transactions
Count of Last Month's Closed Cases
Example:
ABC Company
$50.00
550
0