The client’s intention is to produce a report centered around sales connected to a designated sales territory. This report is intended to furnish valuable details and insights regarding sales operations, transactions, and overall performance occurring within the designated geographic area.
To address this need, we have formulated a report named
However, it’s noteworthy that the current version of the report is based on information from the Sales Representative specified in the customer record, rather than the transaction record.
We attempted to replicate this report’s functionality using a Saved Search. Unfortunately, the results obtained were not entirely accurate. Therefore, we kindly seek assistance in devising an accurate “Sales by Territory” report that aligns with the client’s requirements.