| Description |
* {color:#ff0000}We should present this data in a Grid with linked Drill down Chart or "Chid" (chart grid){color}
* {color:#ff0000}Chart should be interactive with Grid per Von POC in Contracts{color}
* *{color:#ff0000}Lets first depoloy this without a chart{color}*
*Report Contents:*
Sales Person (sales person name from the entity Record
Count of "call" type activities from CRM
Count of "Task" type activities from CRM
Count of "Meeting" type activities from CRM
Count of Quotes linked to sales person
Sum of amount of Quotes
Count of number of orders
Sum of amount of orders from quotes linked to opportunites in CRM
*Source:*
The key source of this report is Actvities
so... the report should show the sum of the activites of a sales person
In some cases there will be activites without Opportunites and those should be reported in one line with a total
|Date|Rep Name|Calls|Taks|Meetings|Quotes|Dollar Value of quotes|#Orders|Dollar Value of orders| |
|1/1/2015
|George Olney|2|1|0|4|10,000|1|10,000| |
|3/31/2015|Kris Helms|1|3|1|2|15,000| | | |
|4/30/2015|Brandon Tobias|3|4|3| | | | | |
| |Total|6|7|5|6|25,000|1|10,000| |
!pastedImage_d51388_0.png!
|