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Combine and Calculate Contact Field totals and averages with Percentages report

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New Member
Posts: 5
Country: United States
Accepted Solution

Combine and Calculate Contact Field totals and averages with Percentages report

Hi, I am using ACT! 10 for my business. I have these contact fields which I would like to calclate:

 

- Referred by

- Sales person (my sales staff)

- Quote price

 

I would like to calculate contacts by the total of each referral and know how many % was Referred by who/what, and of those which % was by which of my Sales Person, and whether they closed the deal (ie. contract signed) or not - which is determined by whether there is a price in my Quote Price number field.

 

I have explored the opportunities and dashboard area but can't seem to get it to work with all these 3 combinations in one report.

 

Any suggestions? Thanks!


Accepted Solutions
Solution
Accepted by topic author DanielR
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Combine and Calculate Contact Field totals and averages with Percentages report

Please check your private messages, upper right corner of the screen.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129

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All Replies
Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Combine and Calculate Contact Field totals and averages with Percentages report

Exactly where are each of the three fields you listed?
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 5
Country: United States

Re: Combine and Calculate Contact Field totals and averages with Percentages report

Hi Roy, the fields are in the contact fields area. (ie. after name, address...)
Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Combine and Calculate Contact Field totals and averages with Percentages report

I wanted to make sure there were all in the same table before I answered. A report template could be created that would show the information that you want to show. It will require VB scripting to develop some of the various totals and percentages.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 5
Country: United States

Re: Combine and Calculate Contact Field totals and averages with Percentages report

sorry, total newbie. what is VB and can you actually help me create the reports?

thanks!

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Combine and Calculate Contact Field totals and averages with Percentages report

I was referring to Visual Basic programming language scripts. Unless you are familiar with programming you would likely need to have someone create the report template for you.
 
 
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 5
Country: United States

Re: Combine and Calculate Contact Field totals and averages with Percentages report

any tips on finding such person?
Solution
Accepted by topic author DanielR
‎09-25-2015 03:20 AM
Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Combine and Calculate Contact Field totals and averages with Percentages report

Please check your private messages, upper right corner of the screen.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 11
Country: United States

Re: Combine and Calculate Contact Field totals and averages with Percentages report

i need the same type of report. i am fairly knowledgable in programming. can you give me some tips?
Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Combine and Calculate Contact Field totals and averages with Percentages report

The actual programming is relatively simple, mostly simple calculation statements or If Then routines. They need to be integrated into the template and without knowing what you are trying to accomplish, I can't offer any suggestions.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129