We run historical sales reports on Invantive Cloud. It generates a number of worksheets in a workbook with sales invoice line details, such as first order date of customer, revenues, product group, etc.
However, we must add a pivot table for each account manager which is sensitive to errors and takes 5-10 minutes each.
It would be great when the PSQL would allow generating the Pivot table straight away. The dimensions are:
- Filter: Account manager of customer
- Filter: article description
- Columns: invoice year
- Columns: invoice period
- Columns: revenue category
- Rows: customer name
- Rows: first invoice date
- Values: sum of invoice lines in division currency