Hi all! I'm trying to write a report that verifies that users are updating records every 2 weeks and measure this by a %. In other words, we want to know that Bob updates his sales records every 2 wks "90% of the time." We want this measured during the time the deal is active which can be measured from the start date to the close date or from the first note entry to the last(whichever is easier). Hope someone can help because I'm stuck!
Below is an example:
Record: ABC Company
Salesperson: Frank
Sale Startdate: Jan 1, 2002
Sale Closedate: March 15, 2002
History:
1/08/02 sales notes.....
1/10/02 sales notes.....
1/20/02 sales notes.....
1/24/02 sales notes.....
2/15/02 sales notes.....
2/17/02 sales notes.....
2/20/02 sales notes.....
3/14/02 sales notes.....
So starting on Jan 1, 2002 we want to check to see that there was a history sales note entered at least once every two weeks (14 days) unti the closedate (if it's easier to measure from the first note entered to the last then that's fine too).
Jan 1-15 -- note
Jan 16-29-- note
Jan 30-Feb 12--no note
Feb 13-26--note
Feb 27- March 12--no note
March 13-March 26-- note
So, out of the 6 2-wk intervals there were 4 out of the 6 wks that were updated which means the salesperson updated records as they should 66.66% of the time. I hope this is clear and that someone can help me with this.
TIA!!!!
Michele
Below is an example:
Record: ABC Company
Salesperson: Frank
Sale Startdate: Jan 1, 2002
Sale Closedate: March 15, 2002
History:
1/08/02 sales notes.....
1/10/02 sales notes.....
1/20/02 sales notes.....
1/24/02 sales notes.....
2/15/02 sales notes.....
2/17/02 sales notes.....
2/20/02 sales notes.....
3/14/02 sales notes.....
So starting on Jan 1, 2002 we want to check to see that there was a history sales note entered at least once every two weeks (14 days) unti the closedate (if it's easier to measure from the first note entered to the last then that's fine too).
Jan 1-15 -- note
Jan 16-29-- note
Jan 30-Feb 12--no note
Feb 13-26--note
Feb 27- March 12--no note
March 13-March 26-- note
So, out of the 6 2-wk intervals there were 4 out of the 6 wks that were updated which means the salesperson updated records as they should 66.66% of the time. I hope this is clear and that someone can help me with this.
TIA!!!!
Michele