Hello,
We recently created a deal field called Sales plays which is a Yes or No field on the deal., We want to add a report to a dashboard that looks at this field and show companies that do not have 10 or more sales plays. is it possible to add a filter or anytype of report to show companies with 10 or under? When i try to add a filter its no way to do a rollup or filter by count of these deals. Hope this made sense.
Hi @CClark3,
It’s easier not to do this with a report, but with a roll-up property: Create calculation and rollup properties
In the roll-up property creation settings, you can specify that you’d like to see on the company record how many associated deals there are with the condition that your sales plays property has the value yes. (For roll-up type select ‘Count’, for the associated record property it could be ‘Record ID’.)
You’ll end up with a property that contains a number – which you can filter for and specify that you’d like to see those company records where this number is equal to or less than 10.
Best regards!