Totals & Grouping by Salesperson

We do not give company totals on some reports because the numbers for each row (depending on how you group the report) won’t always add up to the correct grand total.  As an example, let’s say 2 salespeople run 1 appointment together.  In this case it would count as 1 Appt Set, 1 Presentation, 1 Total Sold for each salesperson in order to get the correct Presentation to Total Sold ratio.  Since it counts as 1 for each salesperson it would incorrectly add 2 to the grand total when it’s actually 1 Appt Set, etc.

 

However, if you run the report without the salesperson grouping, or grouping the report by Salesperson in the second grouping area rather than the first, you will get the grand totals.

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