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Josh Chandler 10Josh Chandler 10 

Year over Year Percent Increased by Account Owner Report

We use the Orders Object to track and report our Sales in SF. I am looking for a report to gather the LAST 365 days of Sales for an account and then sum it up to the Account Owner. From there, I want to compare that to the previous 365 days (so day 366 to day 730). Then see the percent different between those 2 numbers. I have tried using the PREVGROUPVAL function, but that seems to only work on Opportunities, but we are not using Opportunities. Please help me find another solution
Eric Morgan 10Eric Morgan 10

Row grouping is “Owner” field and Column grouping is “Close Date” by Calendar Month. Opportunity Amount is Summarized field. We want to calculate Amount increase or decrease from Month to Month for each Opportunity Owner.

1. On the Report | Click Customize | Add Formula | Name this Formula Format: Percentage | Select correct combination of fields to show your formula.
More information is here: https://help.salesforce.com/s/articleView?id=000383183&type=1 (https://help.salesforce.com/s/articleView?id=000383183&type=1)

Thanks,

https://www.mckessonconnect.net/
Josh Chandler 10Josh Chandler 10
We are not using the Opportunity object to track sales. We are using the Orders Object. I cannot see to get the PREVGROUP function to work on the Orders Amount field. Thanks, Josh