The Customers by Sales Rep Detail report lists the leads, prospects, and customers grouped by the sales rep. However, this report does not provide the number of records on a certain stage.
To create a search that sthe number of Leads, Prospects, Customers grouped by Stage and by Sales Rep, perform the following steps:
1. Navigate to Lists > Search > Saved Searches > New.
2. Select Customer.
3. Provide a Title.
4. In the Criteria tab > Standard subtab, set required filters.
5. In the Results tab > Columns subtab, set the following:
| Fields | Summary Type | Formula | Summary Label |
| Sales Rep | Group |
|
|
| Formula (Numeric) | Sum | DECODE ({stage}, 'Lead',1,0) | Lead |
| Formula (Numeric) | Sum | DECODE ({stage}, 'Prospect',1,0) | Prospect |
| Formula (Numeric) | Sum | DECODE ({stage}, 'Customer',1,0) | Customer |
6. Click Save & Run.
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