Hi
I am trying to create a report that shows the Customer Name, number of deals and the sum of the spend for this financial year. I am struggling to work out how to add an extra column to show the average spend. Example Thomas Contractors average spend would be £99,957.70.
I would also like to add another dimension to the report to show the next financial year which would be WIP. if this part isnt possible I will do a separate report for each year which is fine.
This is what I currently do in Excel
@JGray30 - Add the deal property ‘Amount’ twice in your report columns and aggregate one by ‘Average’:
To view this data for this year and next, change the report to a pivot table and add in ‘Close date’ as a column, moving the count of deal and amount properties to the value section (as below):
Add a filter to only show deals with a close date of this year or next, it’ll look something like this (imagine ‘No value’ is 2024 - I don’t have alot of data in my test portal!):
Hey @JGray30
I think @HFisher7 has already given you the solution/workaround.
Let us know if you could implemented and it worked for you
or If you stilll have questions about this.
Have a nice day
Apologies for the long delay, it has been manic, I am also on holiday. AS soon as I am back I will try this out, it looks very promising - thank you
