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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

Report Including Budget by Customer, Sales Rep and Actual Sales

edited Jan 8, 2020 8:14PM in Ask A Guru 1 comment

I am looking to build a report comparing budgeted sales by customer to actual but assigning the budgets to sales reps.  I am able to upload a budget by sales rep/customer but in reports the budgets show only as unassigned.

Thanks

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