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COUNT in a saved search formula

Hi all

Quick question. I am trying to work out a percentage on a netsuite saved search.

Each member of the sales team has a target for the number of unique accounts they are trading with each month.

I want to work out the percentage of this I have achieved.

I am setting the Formula to Numeric and the Summary type to MAX and then using this formula:

CASE WHEN {salesrep} = 'XXXXX' THEN COUNT({custcol_2663_companyname})/'30' ELSE NULL END

The name of the custom field above is the customers company name. My logic is to COUNT these up, then divide by 30 to get the percentage.

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Community Whiz

Quarter 3 (Jul-Sep 2024)

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