Hello,
Trying to find the right report to transfer to a spread sheet or PDF file the number of opportunities found by employees.
Meaning, I would like Sugar to give me the list of employees that found an opportunity, say first column would be the name, then the other columns would be by month and the count of found opportunities with a total for the 12 last month at the end.
Would look something like this in my mind :
Name January Feb. March ...... Dec. Total
Employee A 1 4 0 2 14
Employee B 1 3 0 4 19
Employee are not necessarily Sugar users, so at our company our employees are created as contacts in Sugar under our Company account and we have a check box to say that this contact is a "Dénicheur" (sorry for the french term) or someone that can find opportunities.
So when creating an opportunity, if the opportunity was found by one of our employees, under lead source, when go and put "Dénicheur" which in turn brings an hidden search box (which can only give us names of contact with the "Dénicheur" box checked) where we can select the name of the of the employee that found the opportunity.
So I am trying to find a report that can list the name of our "Denicheur" and list the the count of opportunity found by that person. We do not need the name of the opportunity, but just the number of opportunities found in that month bu that person.
I have tried many things, but so far have come up with nothing that came close to what I would like.
Anyone ever needed this done or knows how to do it or which type of report ?
Any help would be much appreciated
Thank you in advance.