I am working on a sales CRM. And I am able to do pretty much lot of things for my users like maintaining Data of Clients, and the lead life cycle of all clients. I upload 100ish leads everyday to my Users, so that they can call clients and qualify them.
Is there a way I can show them - How many calls they have done in a day?
I know the Solution will be bit lengthy, but if anyone would like to point me in the right direction that would be great.
My possible solution:
1) I make a Bot who will reset count of Leads everyday at 00:01 AM every day.
2) Will create a VC to calculate (Count created by Bot - Actual count at any given point of time) and show the difference to User.
But, in this Case, I would have to upload leads once before 00:01 AM everyday, and I cant give upload leads after that otherwise it will disturb Count of Leads created by Bot.
COUNT(
FILTER(
"calls-table",
AND(
([_THISROW].[agent1] = [agent2]),
((TODAY() - 1) = DATE([call-datetime]))
)
)
)
Replace calls-table with the name of the table containing the call records; agent1 with the name of the column in the sales agent table that identifies the agent; agent2 with the name of the column in the call records table that identifies the agent; and call-datetime with the name of the column in the call records table that contains the date & time the call was made.
User | Count |
---|---|
36 | |
8 | |
3 | |
2 | |
2 |