Method Community

Hello I am new to this so here we go all the way from the UK

I would like the sales representatives who now all have their own sign on to see their total sales by customer within a month and then cumulative? Can this be done and can I add a budget so they too can see how they are performing?

Michael

Hi Michael,

What you mentioned above is possible and it can be done in many different ways.

Easy Method

You can use the Retrieve value from table action to retrieve a sum to show on the screen, in your case a sum of invoices based on sales rep and date range. As for assigning a budget you could create a field in the Sales Rep table where you can store a budget.

Not so easy Method (But really awesome looking)

You can create a chart, similar to the Sales Centre Dashboard. This blog post here goes over creating a chart in Method, the same concept found in the blog entry can be used for sales rep instead of customer.

Another option is to make a report in Method that can be generated as a pdf and displayed or printed.

Pip pip cheerio

-Michael