Question
I'm trying to create a view that shows a list of quotes along with the total for each quote, to track my salespeople's progress.
Answer
You can use a report to find the quote totals along with the salesperson's name, date, etc.
1) Go to Report > New
2) Select the values for the following fields and then click OK
- Report Type "Quote"
- Report the - "Total Quote Line Amount"
- where - "Quote Date"
- occurs this "Year"
- Display Field - "Month"
- Display type - "Table"
3) Click on Options...
4) Click on **Select Fields...
5) Scroll down and click to add the field to your report. You may want to start with fields like Quote Name and Quote Salesperson.
6) Click OK on the Select Report Fields dialog box and then click OK on the Report-Options dialog box to display the results.
7) To save the report, click on the Save Report... button and type in a name.