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How can I map my number of clients?

Last Updated: Jul 01, 2015 08:29AM UTC
Concerned environment
  • SellWhere Standard Edition
  • SellWhere Advanced Edition

Description
I want to get the number of clients and prospects so I can displayed them in the analytical module or a metric for my territory balance in the Territory Management module.

Solution
  1. Create a customed field called "Client Yes/No" on the account object
  2. This field is a formula that should return 1 if the account is a client (based on any other field helping determining this), 0 if not
  3. In SellWhere admin, you can now use this custom field to get the number of client, by simply summing up it by country, zip code or any other geographical level you need
Note: you still have the option to use this field using the query wizard or the full SOQL mode.

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desk@galigeo.com
https://cdn.desk.com/
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