Hi, I am trying to develop a customized CRM tool. For input data I have all the order activity data in a table. I want to have a list of unique client names and calculate some data such as earned revenue for the client, TAT median number, is the orders are ongoing or not based on input data.
I know that I can summarize the table by client name that will give me unique list, but I am not sure if I can do the calculation on the summary table. I have made a demo file public, Can you guys help?
Doc link: http://220.127.116.11:8484/o/docs/pwQ2WcKCfGKp/Followup-Sample
Is there anyway I can add the client name as a reference collum? I just put the unique client names from a simple unique formula in google sheet and then pasted it to a new table and then made the input table client field as a reference field so I can calculate. Is there any other solution?