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Highlight Top Opportunity per Sales Rep Search

edited Jun 2, 2025 2:40PM in Ask A Guru 4 comments

I am creating an opportunity saved search to show the 30/60/90 day totals per sales rep. The summarized columns are as follows: Sales Rep (Grouped), 30 Day Projected Total (Formula, SUM), 30 Day Weighted Total (Formula, SUM), 60 Day Projected Total (Formula, SUM), 60 Day Weighted Total (Formula, SUM), 90 Day Projected Total (Formula, SUM), 90 Day Weighted Total (Formula, SUM).

When clicking the sales rep name to view the details, it has been requested that the top 5 opportunities for each sales rep be highlighted. This would be based on the Projected Total of the opportunity record. I don't believe there is a way to achieve this but wanted to see if anyone could confirm or provide an alternate way of creating this search/report.

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