- SellWhere Standard Edition
- SellWhere Advanced Edition
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.
- Create a customed field called "Client Yes/No" on the account object
- 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
- 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