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Ebita and GM% on P/L and Quota vs Actual reports

edited Jan 3, 2020 12:34AM in Search / Reporting 5 comments

Ok I am stuck on two different reports.

1) I would like to be able to add a custom line/row to the income statement that calculates EBITA, and also the GM%.  One step further - we really want the Gross margin to appear in the KPI on the dashboard but all we can get is the Revenue $ and COGS $. 

2) I am trying to put onto 1 report a sales persons quota, bookings (open sales orders), and billings (invoices, cash sales) - during a particular time range (i.e. Jan, Feb, etc.).  I get close with the forecast vs. quota report but I can't get the forcast column to only show Sales orders (not invoices too). 

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