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Tracking Sums Week by Week

Question asked by slraymond on Apr 30, 2012
Latest reply on Apr 30, 2012 by digital-carpentry

My sales force is running a promotion. During a specific range of dates, leads are counted. Each incoming lead is a separate record in my existing database. Each record is attached to a specific salesperson. I have been able to run reports containing sums, and sort them by a date range; but for this latest promotion, my needs have grown more complex. I now need to be able to do the following:

 

1. Sum leads by salesperson for current week, and for previous week, and calculate improvement over previous week.

2. Store the results of these calculations in a table, or at least display them in a report, where % improvement scores are listed for each salesperson for each week during the life of the promo.

 

Dates of the promo can be manually set by the database admin.

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