To create the search, perform the following steps:
1. Navigate to Lists > Search > Saved Searches > New.
2. Select Transaction.
3. Provide a Search Title.
4. On the Criteria tab > Standard subtab, set the following:
Type is
5. On the Results tab > Columns subtab, set the following:
Field | Summary Type | Formula | Custom Label |
Sales Rep | Group | | |
Formula (Currency) | Sum | CASE WHEN (TO_CHAR {entitystatus} in ('xxx')) AND TO_CHAR ({datecreated},'MM/DD/YYYY') = TO_CHAR (CURRENT_DATE,'MM/DD/YYYY') THEN {projectedamount} ELSE 0 END | $ 'xxx' (Today) |
Formula (Currency) | Sum | CASE WHEN (TO_CHAR {entitystatus} in ('xxx')) AND TO_CHAR ({datecreated},'MM/DD/YYYY') = TO_CHAR (add_months (CURRENT_DATE, -12),'MM/DD/YYYY') THEN {projectedamount} ELSE 0 END | $ 'xxx' (Same Day of Last Year) |
Note: Replace all 'xxx' with the Status, for example, for 'Closed Won' status, formula should look like:
CASE WHEN (TO_CHAR {entitystatus} in ('Closed Won')) AND TO_CHAR ({datecreated},'MM/DD/YYYY') = TO_CHAR (CURRENT_DATE,'MM/DD/YYYY') THEN {projectedamount} ELSE 0 END
6. Click Save & Run
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