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Counting current quarters activities

Zach Gonzalez

Hi All,

  I am working on a field to count the current quarters activities, which are made up of calls and meetings. I have built an integer field on each module to count the necessary calls or meetings. I am trying to bring in the sum of the two modules onto the account module but i only want to bring in current quarter activities. I am able to successfully bring in a total count but how can i limit this down to only current quarter? My goal is to build this field and not have to refresh it every quarter to make it work. here is my current formula

add(
rollupSum($calls,"activity_count_c"),
rollupSum($meetings,"activity_count_c")
)

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    Hi Zach,

    Out of the box, this is not something you can achieve with Sugar Logic formulas without some significant overhead. You first need fields with a Sugar Logic formula on both the calls and meetings modules to evaluate whether the event happened within the current quarter. Once you have that set, you can use the countConditional formula to count those records.

    The issue is that Sugar Logic formulas natively only reevaluate when the record is saved. Every call and meeting will evaluate to be in current quarter when it is held, so unless you are regularly going back and resaving all those records after each turn of the quarter, you will not get a reliable rollup number at the account level.

    Our Upsert Calculated Fields plugin was designed exactly for use cases like this. Once it is installed, it will regularly go through your modules to reevaluate any Sugar Logic formulas to provide you accurate metrics to report on. The plugin is also great for use cases where you want to consistently monitor aging (e.g. how long has a lead been in a certain status, how many days has it been since an account was last contacted, etc.), so you can build more actionable dashboards and business automations on critical KPIs.

    Please reach out via our site if you would like to learn more about the plugin!

    Chris

    Co-Founder | SugarCRM's 2024 Global Outfitters Partner of the Year

Reply
  • 0

    Hi Zach,

    Out of the box, this is not something you can achieve with Sugar Logic formulas without some significant overhead. You first need fields with a Sugar Logic formula on both the calls and meetings modules to evaluate whether the event happened within the current quarter. Once you have that set, you can use the countConditional formula to count those records.

    The issue is that Sugar Logic formulas natively only reevaluate when the record is saved. Every call and meeting will evaluate to be in current quarter when it is held, so unless you are regularly going back and resaving all those records after each turn of the quarter, you will not get a reliable rollup number at the account level.

    Our Upsert Calculated Fields plugin was designed exactly for use cases like this. Once it is installed, it will regularly go through your modules to reevaluate any Sugar Logic formulas to provide you accurate metrics to report on. The plugin is also great for use cases where you want to consistently monitor aging (e.g. how long has a lead been in a certain status, how many days has it been since an account was last contacted, etc.), so you can build more actionable dashboards and business automations on critical KPIs.

    Please reach out via our site if you would like to learn more about the plugin!

    Chris

    Co-Founder | SugarCRM's 2024 Global Outfitters Partner of the Year

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