So I've been given the job to create a report, that compares a target sales amount to actual sales amounts, and lastly to a funnel (which is taken from the SUM of all opportunities Estimated Net Amount), for each sales representative.
I have these 3 amounts in 3 different objects, 2 of them being custom objects that are used heavily.
The main goal is to have a report with a chart, where for each month (or quarter), we can see these 3 columns right next to each other, so we're able to compare the amounts visually.
I tried creating a new Custom Report Type, however I was not able to create the object relationships, since I couldn't pick the right objects from the drop down lists.
Then I had another idea: could I possibly collect all the necessary data to a custom object, and just create the report on that single custom object?(without the need to set up any object relationship in the report)
We already have a custom object (which is called QUOTA), which has a Sales Rep, Target (the amount), and a time period set. Would it be possible to use the Sales Rep and the time period, to get the other data? (For example: all opportunities of the sales rep from the given time period?)
I'm a little new to this, so I'm curious if I'm over complicating things here, and there's actually a really easy way to do this...?