Discussions
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Historical Trend
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 the Opportunity. Can i build a historical trend from this simple data set, so I can see what the total opportunity amount was…
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build a project timeline
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 done in a month for a project is total hrs/number of months. How can i lay this out, so we know how many hours of work needs…
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Quickbooks reports display
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 Quickbooks?