Hello there, thanks for getting back to me, the above screenshot is the drill down, the summary is just Sales rep and GP percentage margin, the drill down details all Opps with projected total, profit total, and percentage profit for each Opp, but obviously want to able to keep track of the aggregated/total margin…

Hello there, thanks for getting back to me, the Projected amount field is not a custom field, it's the Projected total in the standard Opportunity fields, i did try rewrite the formula under Formula (Currency) but still got the Unexpected Error message.

Hello there, and thanks very much for the suggested formula, unfortunately it's still not pulling up the results, and now appears to be defaulting to Formula (Text) field after the Unexpected Error message, is that a common occurence? Would appreciate any further advice, thanks.

Apologies, i've managed to fix it, though why me removing the date closed parameter and substituting it with the Opportunity Actual Close in the Criteria has done that i'm not sure, summary page is showing correctly.

Hello there, just coming back to this issue as i'm having further issues with reporting by aggregated customer GP percentage margin and find it difficult to believe there isn't a formula to allow us to get a total GP % margin on all Opportunities. I looked at the Enhancement #5755 mentioned but don't think it actually…

Hello there, thanks for your suggestion, but i don't think the above will work, as i need the SO net amount no tax to be exposed in the Sales Order, but in foreign currency, is there no formula that could expose this? Thanks.

Hello there, thanks for the suggestion, this worked and i now have an accurate count of all Proposal Issued instances in the system.

Hello there, i've tried combinations of the methods listed above, so a monthly tally and a more detailed saved search, but it's still not counting all the times an Opp hits the 'Proposal Issued' stage. For instance on the first Opportunity i checked today the number of times the Proposal Issued stage was reached in it's…

Many thanks for this, looks to have done the count correctly, is there any way i can group the count by month and maybe Sales Rep, thanks.

Hello there, apologies, i have managed to pull the relevant data, i used the below, but unfortunately am now unable to use any of these criteria as filters, and i wanted to be able to use Opportunity Status as a filter to show totals on Order Received and Open Opps, no worries though, happy to have got the core data in…

Hello there, apologies for the late reply, this did help and was able to add in the first exp. close date, thanks for your help.

Hello there, and thanks very much for your help, will give this a try, probably asking a bit much but is it possible to expose the first expected close date, or date the first expected close date is set, in a formula? That way we can ascertain the time gap between first and latest. Would appreciate any help, thanks.

Hello there, thanks for getting back to me, if i can't pull GP percentage per Sales Rep based on Opportunity record, can i pull the margin as stated in the Sales Order? It's very frustrating that we can't tally the YTD GP percentage per Sales Rep as this is obviously a basic trend that requires analysis, would appreciate…

Hi there, thanks for getting back to me, i want as simple as saved search in terms of columns as possible, so just the Sales Rep and they're accumulated GP to date based on Opportunity records of Order Received Opps. If you can suggest an easy way to pull this info in i'd be grateful, thanks.

Hello there, has anyone any feedback re the above query, would appreciate any advice, thanks.

Hello there, thanks for your reply, i tried running the suggested solution, but appears to be running data that doesn't reflect amount of time spent in Procurement Review. i noticed the formula included 'Date Created', which for our purposes isn't relevant, we need to measure the length of time spent in Procurement Review…

Hi Michelle, thanks for the tip, I've taken a look but not sure how to apply in my case, seems very convoluted when i'm simply looking for the duration of a single entity status, ie Procurement Review, i'll persevere and see if any of the formulas suggest could be modified, but if in the meantime you can suggest any…

Again, sorry for the late reply, have been on Annual Leave since the 24th

Hello there, apologies for the late reply, Procurement Review is one of our Opportunity statuses and i can confirm that pretty much all our Opportunities go through this particular stage, thanks.

Hello there, thanks for your reply, i have tried both the above but still doesn't appear to be helping to pull both the dates needed, as i'm not sure from the above what result columns to include, i've added below what needs to be included in the Saved Search results as i'm maybe not explaining myself very well, and i…

Hello there, thanks for the above and apologies for the late reply, the above solution works partially but in addtion to the date an Opportunity enters the Procurement Review stage i'd also like to have the date it leaves Procurement review , is there a field i can use to capture this? Thanks again

Hi there, i'm wanting to include different colour highlights in the same report, but to include all other Opps that fall outside these criteria, so this won't fulfil what we're needing, thanks for getting back to me.

Hello there, hope you're well and thanks for getting back to me, i don't think a filter field would work for this, as i'm looking to include all Forecast Type, (Omitted, Low Potential, High Potential, Committed) in the search, with the Omitted and Low Potential Highlighted by colour if they fall within the dates mentioned,…

Hello there,, thanks for getting back to me, i actually need a search which highlights the date all our Opportunities enters any single particular Entity Status(eg Procurement Review), and the date it leaves that Entity Status, is it possible to create a search for all Opps showing that information based on the method…

Hello there, sorry for the delay in replying, we're looking to have the report i described built. In the meantime i have a related question i'd be grateful for some help with, I'm looking to pull the date at which an Opportunity is moved tothe 'Proposal Issued' status by the Sales Rep. I can't do this by looking at Quote…

Hello there, apologies, a further question on the above topic, i'm actually trying to enable the Customer, Company Name or Name/ID filter to appear as a multi-select field at the top of the search results, none of these appear to be enabled for this to appear, and the multi-select tick box is greyed out on all three, is…

Hello there, thanks, i did use that filter and worked to pull the info needed, thanks.

Hello there, sorry for the late reply, it's an Opportunity report, with mulitple Opps , i did manage to come up with a solution using Customer: Name/ID field, and put in has keywords -------OR---------- in the criteria, this has now pulled all the relevant Opps relating to those two customers, ideally i'd like a dropdown…

Hello there and thanks for your reply, this method worked partially, but only when i put one of the two customers i want to include in the report. I tried adding two Customer ID/name filters for both customers but returned no matching criteria, is there a way in which i can add the two customers to this field? Thanks again…

Hello there, thanks for getting back to me, i have now managed to pull the Projected total and Est gross profit for the Opps, plus the corresponding Sales Orders linked to the Opps. The tricky part has been pulling the cost and sell totals on the Sales order, plus the consolidated value of all POs raised from a Sales…