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Accumulated (Not Average!) GP % by Sales Rep

edited Jun 2, 2025 2:40PM in Ask A Guru 11 comments

Hello there, have asked similar questions and been given advice suggesting it's relatively simple, to suggestions we would need an outside consultant, but seems so fundamental to me that i'm going to persist. I've built a saved search built on Sales Orders/Sales Reps within this year, i know i can use the Est. Gross Profit Transaction line for each SO, but when it comes to grouping i can only use Average Summary Type, when i need Accumulated GP per Sales rep based on the above. I've built a formula underlined in red which mirrors exactly the Est. Gross Profit

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