Hi,
how can I generate reports or see detailed informations about my total sales amounts (turnover) per account?
And which module or field is generating the sales amount/turnover? Won quotes?
At the moment its not clear for me where the turnover is generated from in SuiteCRM.
Concrete example:
I want to see all accounts which generates sales over 10.000 USD in the last 12 month.
I know its a beginner question - but It would be great if somebody could put me in the right direction!
Thanks and best regards
PS: I have to import / migrate data (accounts, contacts, won opportunities) from an erp software into suitecrm.
This includes won orders and prices/amounts from the past.
I need to know how to import these won /closed orders in the right way - so they will be related to the accounts including the sales amounts of these orders (won opportunities).
P.e. to generate reports about total sales amounts / turnover as described above.
Thanks a lot!
Hi,
I ve tried a lot and created a report which includes the sum of the “Grand total” of “closed accepted” quotes in the last 12 months.
BUT still struggling at this point during the report creation:
To show / include ONLY accounts in the report which generated total sales over 10.000 USD in the last 12 month.
P. e. an account which bought every month a product for 1.000 USD.
I tried it with > Report Module "Accounts > Conditions “Accounts: Quotes > “Grand total” Greater than or equal to > value"10.000”
And conditions for "“Accounts: Quotes” > last year and “Accounts: Quotes” > Quotes status equal to “Closed Acceptetd”
But with this configuration the reports do not include quotes under 10.000 in the sum - and I dont see any conditions option for sum of all quotes “grand total” (or the turnover / total sales sum) of an account in the last 12 Month.
Can I configure this in the report conditions of SuiteCRM?
Or isn t possible out of the box?
Best regards