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Claris Engage 2025 - March 25-26 Austin Texas ×

Summary in Calculation Field


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Posted

I'm somewhat of a new user and have a problem that I can use some help with. I have a number field that has a value (marketing cost). This value is specific to a Sales person and added on a monthly basis (the amount changes from month to month). I would like to equally divide this value by the number of jobs (orders) that this person has closed in the particular month.

What is the best way to accomplish this task?

Thanks!

Posted (edited)

This is the way I would do it assuming Jobs are a separate table related to Sales Rep by Jobs::RepID>SalesRep::RepID.

Set up a summary field Jobs::sCount

Show Jobs as a portal on Sales Rep layout.

In SalesRep set up a calculated field - SalesRep::Average

Calc:

SalesRep::MarketingCost/Jobs::sCount

HTH

Sales_Rep.zip

Edited by Guest
Changed Key field and added sample file

This topic is 6650 days old. Please don't post here. Open a new topic instead.

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