Trying to run sales data to determine how many reps have open opportunities within one of the 5 products as well as of those opportunities which ones have status of closed. I am using this beast mode to find whenever the opportunity status doesn't = a status thats closed and the item is PBCS then put a 1 so I can sum/count the nuymber
SUM((CASE when ((`Opportunity Status` <> 'closed won' or `Opportunity Status` <> 'lost') and `Item` = 'ARM') then 1 else 0 end))
Issue is, it is still pulling opportunities with lost and closed won statuses. I have this same beast mode for all 5 items and they are all set as columns which I need to show up with their own distinct values
Secondly, I want to reverse it and find when the opportunties are marked closed won statuses to count/sum the number they have closed
ultimately need a card that shows total open opps per item by rep vs number of closed by that item
thanks!!