I am looking for a way to see sales reporting by customer in total by the parent company instead of broken out by company contacts.
Example:
Customer: ABC Inc.
Contact 1: Jane Doe
Contact 2: John Doe
Sales Order 1: $5,000.00 | Customer: Jane Doe, ABC Inc.
Sales Order 2: $7,500.00 | Customer: John Doe, ABC Inc.
Sales Order 3: $3,000.00 | Customer: ABC Inc.
When I have the data above in my database, anytime I look at sales reporting (either in Reporting within the Sales App or within the Dashbaord App), I see the following reporting data:
Sales History:
ABC Inc: $3,000.00
John Doe, ABC Inc: $7,500.00
Jane Doe, ABC Inc: $5,000.00
I do not mind that it separates it my contact, but I would like the parent company to show the full total of $15,500 for reporting purposes.
The only way I have found to work around this problem is to force all SO's to be sent at the Parent Company level; but that involves another step of ensuring any relevant contacts are added as followers to that quotation/SO. Not a huge deal, but just seeing if I'm missing anything that can easily aggregate the data in total at the parent company level.
