Advance filter

Hello,

How to get total sales of individual customers ? which column i need to filter ?

 

File attachments

Like

3 comments

Hello,

You can set up the filter based on the Payment amount of the Invoices section. As an example, please check the chart that displays the total amount for the accounts.

You can set the same chart or filter for the contact.

If it's not what you were looking for, please specify your need.

Best regards,

Lily

Thanks.

In account section ,i want to display the customers with total sales of last year exceed above 1000$.

Dear Samar,

You can set up an advanced filter using Opportunity by column Account.

Using the examples that I gave you, you can set up a filter for accounts section based either on Invoices or Opportunities section.

Regards,

Lily

Show all comments