Question

ARR SUM of distinct customers

  • 14 February 2024
  • 3 replies
  • 47 views
andr_raposo
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Userlevel 2
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Hi community! 

I have what feels like a very basic question, but I can’t seem to solve it.

In one of our dashboards we have a very simple report that shows the total timeline activities and distinct customers of said activities per month

This works perfectly fine. However, I was asked if we could have another that shows the ARR of said accounts, so, the SUM of the ARR from the distinct accounts.

Is there a way to do this within the report builder? I’m guessing I would need to calculate this via rules engine and to a auxiliary table on the MDA. 

 

Any thoughts? 

 

3 replies

romihache
Rank
Userlevel 5
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Would be great to have the sum of a field of distinct customers!

But as you said, I can’t think of a way to achieve this outside an additional table with a lookup to Company or a dataspace, depending on the use case
 

Continuous improvement is better than delayed perfection
matthew_lind
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Userlevel 7
Badge +10

I think @romihache has it. There’s no route to directly report on this using the Standard objects and reporting.

Data Designer would be a great route to achieve this though.

Making people their best....currently disguised as a CS Ops Architect. How can I contribute to your success?
andr_raposo
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Userlevel 2
Badge +1

Thank you very much @romihache @matthew_lind, that’s what I went with!

Could’ve been so much easier though 🙂

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