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Saved Search Sales Report with Sales Rep last year sales and YTD sales...

edited Jul 30, 2021 2:12AM in Ask A Guru 2 comments

Dear sir or madam,

I am working on a Saved Search for my CFO for an upcoming meeting. The Saved Search needs the following...

-Account Name

-Sales Rep

-Last Year Sales

-YTD sales

I am having trouble adding the Sales financial data.


Thanks

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