I have a saved search on quotes where I group by Sales Rep and calculate the sum of the quote amount. I also want to include the sum of the related sales order amounts. However, if multiple sales orders are linked to a single quote, I don't want the quote amount to be double-counted.

AI generated answer (using internal Slack threads):

In order to include the sum of the related sales order amounts without double-counting the quote amount, you can create a separate saved search for sales orders and then join it with your existing saved search on quotes. Here's a step-by-step guide: 1. Create a new saved search for Sales Orders. 2. In the criteria, set 'Main Line' to True. This will ensure that you are only considering the total amount of each sales order, not the individual line items. 3. In the results, group by 'Quote Number' (or the equivalent field that links your sales orders to quotes) and sum the 'Amount' field. This will give you the total amount for each sales order linked to a quote. 4. Now, go back to your saved search on quotes. Join this search with the sales order search you just created, using the 'Quote Number' field as the join condition. 5. In the results, include the sum of the 'Amount' field from the sales order search. This will add the total sales order amount for each quote to your results. Please note that this approach assumes that your quotes and sales orders are linked via a 'Quote Number' field or equivalent. If this is not the case, you will need to find another way to join the two searches. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******