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Recording and looking up daily and monthly sales

Astute Commentator
Posts: 30
Country: USA

Recording and looking up daily and monthly sales

IS there a n easy way to record daily sales per contact and then search by date range- I created fields for 30 different payments but when I export to excel its inpossible to sort- I'm a newbie so any help would be appreciated 

Platinum Elite Contributor
Posts: 6,668
Country: USA

Re: Recording and looking up daily and monthly sales

Use the opportunities to record sales.

Roy Laudenslager
ACT! Certified Consultant
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Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
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Silver Contributor
Posts: 1,813
Country: USA

Re: Recording and looking up daily and monthly sales

anytime you have a situation where you have multiple deals per client, you would want to use opportunities to allow for thie one to many relationship.  If you only sell one item per contact, EVER, then customizing fields would work.

 

Export to excel from the opportunity list should get you what you want and will place the data in a list, a pivot table, and a pivot chart

 

As a more powerful reporting option, considering a opportunity dashboard.

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Jon Klubnik| ActTrainer.com
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