Hi Brains Trust,
I need to report by date parameters the sales $ amounts that have passed through certain statuses. The report needs to show the amount that PASSED THROUGH a particular status in the time parameter (not only what is currently sitting in that status).
ie. I need to report on the dollar amount that was LODGED for the month (or week, or year). The items will have passed through the status of Lodged in that time parameter, but will no longer be sitting in the status of Lodged.
There seems to be no way to report on this. Monday.com team have told me I can pull the Activity Report, however this does not pick up the dollar amount. I would have thought this was a common sales report to pull. Has anyone any suggestion?
Thanks in advance!