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Simple grid that lists customers and year-to-date sales

Last post 09-14-2015 1:31 PM by Method_Morty. 1 replies.
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  • 09-14-2015 11:08 AM

    Simple grid that lists customers and year-to-date sales

    Reply Contact

    I want to set up a simple grid that shows a list of customers and the YTD sales for each. I also want a column that is 4% of the YTD sales.

    What's the best way to structure this?

    A screen based on the Customer table? Do I need to add a YTD sales column in the Customer table?

  • 09-14-2015 1:31 PM In reply to

    Re: Simple grid that lists customers and year-to-date sales

    Reply Contact

    Hey Mike,

    Refer to THIS post. Follow up here if you have further questions in regards to best approach setting it up.

    -- Mortaza

    Morty Barighzaai
    Customer Success Manager
    Method:CRM
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