AnsweredAssumed Answered

Grouping information in portals

Question asked by philmcgeehan on Nov 7, 2018
Latest reply on Nov 7, 2018 by philmcgeehan

I'm trying to create a CRM dashboard that has a portal showing how many estimates we've provided for each client.

I have a CRM table that the dashboard layout is using.


I would like a portal showing our Clients sorted by how many Estimates we've done for each of them, within a certain date range (with the date range set in the CRM table).

What is the best way of doing this in the relationships?


I'm thinking something like this:



and then in the portal I don't know how to group the Clients together and show some summary information of the Estimates. I'm assuming I should base the portal on Clients rather than Estimates but I'm not sure.


Estimates are also linked to Clients:



Eventually, I'd like the portal to show the client we've done most estimates for at the top, with a count of the estimates, total of value, size, etc... Then how many were converted to new contracts...


Any help would be much appreciated!