Hello there, have removed all item fields and it's still showing incorrect amounts in those instances where the same items have been invoiced separately and the quantity split, i would've thought that there may have been a way of adjusting the formula to fix this, as i say it's only in those relatively rare instances that…

Hello there, thanks for getting back to me, the due dates are not needed, at least for now, so have deleted, but has made no difference to the double count unfortunately, as regards the screenshot, it was the detailed results rather than summary, as it's one of the instances where the double counting is occuring, thanks.

Hi there, apologies, pressed now.

Hello Tigran, have tried and it's working perfectly! Did think it might be something along those lines but would've taken me an age to work out, thanks for your help, very much appreciated.

Hello there, yes, i've definitely got the correct one, and it does have a value showing in some instances, where it does the addition of it and the other two fields works correctly, the issue arises when there is no 'Task:cost of job' value but there are values on the other two custom fields, in those instances it shows as…

Hello there, just checking re my last query, and also addressing question in your previous answer, the main customer we have the master service agreement with will intermediate the sales from any potential customers they send our way, and any financial transactions will be through that main customer, so just wondered…

Hello there, thanks for the message, i did try an Opp and it's pulling the correct info, but ideally would like to have the Sales Order transaction pull in for Opp won totals, hence using the transaction search, and really would be best if i could find a fix, as transaction searches are more agile in other respects too,…

Hello there, thanks for getting back to me, the main customer we have will be managing the transactions, ie, to all intents and purposes they will be paying for the work from a transactional point of view, so my assumption was that if they send us potential clients and we enter them as sub leads-prospects-customers it…

Hello there, thanks for getting back to me, i assume given the above that there's no way that quotes/estimates can be excluded wholesale in Set up/settings? I noticed this box, would this solve the issue we have with Transaction Opportunity searches, would appreciate any guidance, thanks.

Hello there, thanks for getting back to me, and understood on the above points, but this issue should be a relatively easy problem to fix, i would've thought that being able to select a headline figure for an Opportunity projected total without duplication because of related quotes is a basic need in terms of reporting and…

Hello there, thanks for getting back to me, i've found the out of the box reports very little use, due to the configuration of our system by an external partner before deployment, i also prefer to use Saved Searches as they are far more malleable and data is easier to join. This search is already set to Main Line = True…

Hello there, apologies for the late response, i was on annual leave, we do have a bill of materials in our Opportunity records, these are costed by our Sales team and the projected total is calculated from it, see below for an example, we use this BOM to generate quotes but in terms of reporting/searches we only want the…

Hello there, apologies, to clarify, i want to eliminate Quotes from the projected total altogether, and only use the Projected Total as calculated from the Opportunity bill of materials, thanks.

Hello there, appreciate that the above issue is a tough ask, but would be very grateful for any suggestions as to how i can exclude quotes from the projected total in a Transaction Opportunity search, thanks.

Hello there, thanks for getting back to me, unfortunately that's not an option for us at the moment, i did come up with the below as i think it would give us the result needed without any of the pitfalls i keep getting when using different Opp and Customer statuses/stages but coming up with invalid expression, if anyone…

Hello there, thanks for getting back to me, the NOT LIKE statements are there to exclude Lost and Won Opportunities so that only the current pipeline due to close this year are included in the total, it has nothing to do with excluding quote totals, as it only became apparent afterwards that quote totals were being…

Hello there, thanks for getting back to me, i've used a Transaction search as i need Sales Order and other data to be included which can't be easily accessed via an Opportunity search, hence my issue, having rechecked the problem is only arising when more than one quote has been raised on an Opportunity, if i could figure…

Hello there, would very much appreciate any suggestions on the above query, the saved search is working well but this last calculation would help us analyse the Sales cycle completely and i'm completely stumped as to a solution, thanks for your help.

Hello there, apologies but have one final tricky issue with the above, the search is working great in terms of lead to customer and lead to prospect conversion, but having trouble coming up with a formula to measure the prospect to customer conversion rate, partly because i assume i have to include the customers that were…

Hello there, thanks, that's working perfectly now, and also means i can get the other key measures loaded in now, thanks for this, very much appreciated.

Hello there, it does! Thanks so much, would be interested to know how the DISTINCT function is working in this instance as i've never used it before. I did try it on the next formula which is meant to calculate all Leads created to customer conversion, i used the the formula highlighted below but incorrect results…

Hello there, thanks for getting back to me, if i take out the month function it lists the leads etc as below:

Hello there, thanks for getting back to me, see below for screenshots, i've highlighted the first formula i've tested from those suggested, the second one highlighted was one i customised based on your suggestions to bring up the lead to customer conversion overall, i've also highlighted the results from these in the snip…

Hi there, unfortunately not, no change at all to the percentages, very strange, and as i said, have checked and rechecked the other figures and all correct.

Hello there, thanks for getting back to me, the criteria are very simple, just excluding a couple of test leads, and date parameters, have tried the inactive set at false criteria and made no difference, so not really sure what the issue is, have checked and rechecked the counts and they're all correct. Very odd.

Hello there, thanks for getting back to me, i tried the formula below initially, and although it's pulling in a result closer to the correct percentage, it's still not correct, have rechecked the count and everything else is correct, as an example in the top line highlighted, all results in terms of count are accurate, so…

Hello there, thanks for this, the formula works but getting some strange figures, i then realised that to get a correct picture of conversion i would first need a count of all entity ids divided by all those not still at lead stage, i've edited the formula, see below, but again it's throwing out some odd, and definitely…

Hello there, thanks to all for the feedback above, definitely clearer on the issue, although trying to fix may be difficult, and starting from the point where i know we have far too many Opportunity statuses probably makes it harder, thanks again for the insight, much appreciated.

Hello there, apologies, there was some traffic between myself and our Finance team in the meantime, they're happy with a report they already have and just needed the trigger setting up, but they have me a bit mystified as i'm not sure how they're getting the pending billing on all items on a report that isn't working from…

Ah yes, I'm overcomplicating things, there is a search i use that can be adapted to trigger the mail from that, thanks for your help.