RE: Saved Search for Total Orders (Count) Per customer
So I want to make a saved search for my dashboard that is for seeing total count of sales orders for customer x, customer y, and then a combo of a few customers for another saved search (in a sum). Is this doable? or out of reach.
Achievable. Have a saved search on Orders by customers – counting their Enquiries / Quotes / Sales Order / Invoice / and Future Orders along with their value.
Formula (numeric) / Summary Type of SUM
case when {type} = ‘Sales Order’ and {status} <> ‘Billed’ then 1 else 0 end
Amend formula to specify the customers if wanting a few. Hope this helps and that I understood rightly.
