We have sales data that is just a list of sales opportunities like so Opportunity → Create Date, Close Date, Amount We have all opportunities (open and closed) but we only have the current status of t…
Say we have data that looks like this Project, start date, end date, Total hours Task A, Jan 2023, June 2023, 50 Task B, Feb 2023, July 2023, 100 If we assume a smooth work schedule where work to be d…
We are pulling a standard Quickbooks Online report (P&L) with the Quickbooks connector. But the report data is just individual rows. How do we display the report like a normal P&L would display in Qui…
