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Sum of sales in salesteam based on the hierarchy

on 4/23/15, 5:01 AM 1,253 views

I have a situation that I need to get the consolidation of sales under each sales team. Means consider I have 5 sales team and the hierarchy is as follows

Root Team : A (no parent team

Then under A : B and C (parent team is A)

Under B : D and E (parent team is B)

Now Team D have quotations or sales order of total amount 500 and similarly team E have 400. And team C has sales 300.

Now we go to sales Analaysis, we can see only the sales team C,D and E. because these 3 team have only sales. My requirement is that I want to show the consolidation of all child team in parent. So for B, it should come 900 even though B don't have direct sale.

Similarly team A should come the sum of all child nodes ie, 1200 eventhough it don't have direct sales. Same thing in kanban view of sales team also.

Hi Jas, do you find a solution? I want to do the same thing. Please update. Thanks!

on 10/9/15, 10:40 PM
On 7/1/15, 8:56 AM


I am Interested too in this answer. Is there anyone that can help?

Thank you in advance.

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Asked: 4/23/15, 5:01 AM
Seen: 1253 times
Last updated: 10/9/15, 10:40 PM