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[JGray30]

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]

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

[Lucila-Andimol]

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

[HFisher7 · Accepted solution]

@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!):