I have our sales manager looking for a specific se...
# general
j
I have our sales manager looking for a specific set of information. Unfortunately the lady who we titled as our “report/search Queen” has retired and I’m not as familiar with detailed reports or searches. My first question is would the information below be a search or a report? Account name Email Contact Phone State Sales Rep City Last order date Sales YTD Sales LY Sales 2 years ago Avg order frequency Avg order size Unique items Per order? Ever ordered? Customer category Number of discs ordered YTD Number of discs ordered LY Memo field
d
I'd be interested in how you solved the "Average Order Frequency" metric. I'm assuming they're looking for qty of orders over multiple periods averaged?