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Categories CRM App
Created by Guest
Created on Sep 6, 2021

Add YTD Figure to Sales Ledger Stats

A customer is trying to run a report that shows contact information, Sales Value, Last Year Sales Value and YTD. You can achieve the contact information, sales value & last year sales value using the contact entity by linking to the sales ledger stats. However this does not include the YTD sales figure. We should add this to the sales ledger stats so this can also be included in such reports.

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  • Guest
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    Sep 6, 2021

    Sorry ignore this, it already exists, the Sales Value is YTD.

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