I am having a little trouble trying to create a report one of my users requested. Theoretically, it would look like this:
Manager | - Owner- Owner - Owner | - Count of Open opportunities - Count of Open opportunities - Count of Open opportunities | - Est. Revenue- Est. Revenue- Est. Revenue |
Manager | - Owner - Owner - Owner | - Count of Open opportunities - Count of Open opportunities - Count of Open opportunities | - Est. Revenue- Est. Revenue- Est. Revenue |
I can't sort by Business unit/Team because some of the units have more than one manager but even if I could just get the list of users sorted correctly I could add the manager when I export to excel. Any advice would be much appreciated. The Owner column was easy to set up, same with Estimated Revenue. I just can't figure out how to get the count or get the sorting correct. Thanks