Hey all,
We are looking for a solution to easily get reports without changing the criteria/dates by hand all the time.
What we need would be a simple solution to get the sales per sals rep displayed for the provides week/month/year. When going to the report function you always have to put in the dates again and it is a long way to get there. It could be bases on the opportunity stages, on tags or orders.
The aim is to get a dashboard and a sheet with updated numbers automatically.
Do you have any ideas how we could get that? Is there a tool, an App, an API solution, etc. ?
Help is much appreciated.
Thanks,
J