I’ve been asked to create some basic sales graphs. Primarily revenue and volume for certain product groups. I’ve done this in the past via the Sales Gross Margin report, but it’s a major pain as it’s a crystal report. I’ve historically manually copied the data into Excel and fought with it to get it into a useable format then sliced and diced to create some graphs(pivot tables)… I’m a bit unsure if I should be looking at shipment tables(e.g. zCustomerShipments), invoice tables, or other for this. Any recommendations?
Edit: In thinking more about this I think doing this by closed jobs might be the easiest from an implementation standpoint, as I’d have less grouping to do. Is there anything wrong with doing this at the job level?