Hi Team,
I have a question on CRM Views / Reports (Roll up kind off). Following is a short note of what I am trying to achieve and my pain point.
Now, I want to create views so I can create chart and dashboards / reports from that view.
I could not get any data if I use “Under” = “Vice President” to get the count of all engagements grouped by Positions.
Note : All the engagements are assigned only at Sales Rep level. I want to roll that count up to managers if I generate the report / view from Sr Mgr Level and the same at Sr Mgr should give the count if its viewed from VP level and so on.
Appreciate your help on this. Thanks in advance.
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