Is there a way to show a list of ALL customers and their total # of sales orders and the total sum of the $ of those orders using a saved search? And the same for estimates or any other transaction type?
We have a request from our sales team to give them a list of customer stats, which they want to be able to analyze so they know which customers are our top performers and which ones are our underperformers.
I know that I can write multiple searches and combine the results to achieve their goal, but I would like to be able to do it via one simple search. Is this possible?
For example, the sample output could be something like:
Customer # Orders Total $
CUST-0001 5 $2750.00
CUST-0002 0 $0.00
CUST-0003 12 $23,590.00
etc.
