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Search Formula to Determine Margin
I have created a custom record called "Products" that looks to the Customer Record as a Parent. One of the fields on this custom form is named "Fixed Cost" that determines my cost per product.
Example:
Product1 = $100 Fixed Cost
Product2 = $200 Fixed Cost
Prodcut3 = $300 Fixed Cost
Each customer has the potential to have multiple products and multiple fixed cost amounts. I want to sum these amounts as the numerator (from the products custom record) and divide them into the total sales amount (located on the customer record in a custom currency field) to determine my margin % in a Saved Search.
Whenever I attempt this, I have no problems sourcing both numbers on the search, but the amount for the total sales amount is repeated for the line items that represent the products. To explain using the example above: