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!