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Need sales report/list help

New Member
Posts: 2
Country: USA

Need sales report/list help

[ Edited ]

A sale to a contact is entered as an individual opportunitiy.  If a contact has numerous opportunities, how can i generate a report or list that totals up all the contact's  purchases (opportunities) so it will output a total of how much the contact has spent with us over the years?

 

anything that could point me in the right direction would be greatly appreciated.

 

 

 [Edit: Removed ? from subject line]

Platinum Elite Contributor
Posts: 6,653
Country: USA

Re: Need sales report/list help

That would be a relatively simple report but you would need to create a custom template for it.

 

There is a third party book with comprehensive training information on the ACT! reports, here is the link.

https://www.packtpub.com/sage-act-2011-dashboard-and-report-cookbook/book

 

Full disclusure I wrote the reports chapters of the book.

Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129
New Member
Posts: 2
Country: USA

Re: Need sales report/list help

thanks for the info, I would really appreciate anyone's help with this other than having to purchase another book.