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.

Rookie Asked on August 9, 2023 in Saved Searches.
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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.

Beginner Answered on August 9, 2023.
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