Page 1 of 1

Dashboard report

Posted: 2014-12-19 02:28
by WillBro
I am looking to create a dashboard where I can select the from and to date and select either the team or a single sales rep.

Example selections

Select dates
Select Team
Select SalesRep

Example report output

Report from Date to Date for sales rep

William Brown Total Quoted
William Brown Total Sales
William Brown Total Revenue

I have a table called results with dropdown with quoted sales revenue and if lead is sold there is table called sale amount .
Anyone have any idea how i would create this report
Thanks

Re: Dashboard report

Posted: 2014-12-29 21:34
by a.gneady
Currently AppGini doesn't create summary reports of that type (though we're working on a plugin for this) ... You'll have to develop a customized report for displaying this info. This page might help you get started: http://bigprof.com/appgini/help/advance ... cess-pages