Hello,
I need to write a report that groups all pending sales by 30 / 60 / 90 days from my print date. The sales force has been instructed when they forecast their sale to mark the field sales date - either 30 / 60 / 90 from the forecast date.
We are using CR 8.5 developer and GoldMine 5.5 SQL 2K database.
This report will run weekly and I need to take the creation date (cal.createon) and first subtract the sales date (cal.ondate) and figure out what group they sale belongs in, then put in a formula that counts down the remaining days to sale date. So If I post my sale on 9/1/04 and my sale date is 9/30/04 it should put my sale in the 30 day group and then if I ran the report today it should show that there are 18 days left until a decision should be made. The sales that past the "0" mark then need to be moved into another category. tall order, I know.
For the sale countdown I was thinking of taking the print date and subtracting the sale date (don't exactly know how -yet) but my bigger confusion is on the group of the sale dates I am assuming that a formula will need to be created to get the forecast date (cal.createon) and subtract that from the sale date (cal/ondate). Then I have to look at making sure the report focuses on the making sure that all of the sales stay in the 30 60 90 groups until the sale date passes and then they get moved into the other group. I am unsure how to approach this part. Maybe having the report select the pending sales (cal.createon) from Jan. 1
any ideas?
I need to write a report that groups all pending sales by 30 / 60 / 90 days from my print date. The sales force has been instructed when they forecast their sale to mark the field sales date - either 30 / 60 / 90 from the forecast date.
We are using CR 8.5 developer and GoldMine 5.5 SQL 2K database.
This report will run weekly and I need to take the creation date (cal.createon) and first subtract the sales date (cal.ondate) and figure out what group they sale belongs in, then put in a formula that counts down the remaining days to sale date. So If I post my sale on 9/1/04 and my sale date is 9/30/04 it should put my sale in the 30 day group and then if I ran the report today it should show that there are 18 days left until a decision should be made. The sales that past the "0" mark then need to be moved into another category. tall order, I know.
For the sale countdown I was thinking of taking the print date and subtracting the sale date (don't exactly know how -yet) but my bigger confusion is on the group of the sale dates I am assuming that a formula will need to be created to get the forecast date (cal.createon) and subtract that from the sale date (cal/ondate). Then I have to look at making sure the report focuses on the making sure that all of the sales stay in the 30 60 90 groups until the sale date passes and then they get moved into the other group. I am unsure how to approach this part. Maybe having the report select the pending sales (cal.createon) from Jan. 1
any ideas?