If I’m running a Call to Action report, and I want to see how many CTAs there are by Reason, that’s simple.
If I also want to correlate this to the Total ARR (or some other numeric value at the Company level) I cannot do that, because the report will SUM/AVG/MIN/MAX across each individual Call to Action record line.
So if, for example, I have 2 open Risk CTAs under 1 Company, and that has Company::Total ARR of $10,000, the subsequent report would show CTA Count of 2, and Total ARR (at risk) of $20,000 because it is adding up each line twice. This creates misleading report numbers.
Need a way to be able to report on granular Many:1 data, but including the ability to aggregate some values at a higher level (i.e. Company)
and if i am getting this correctly, you can then go and use a formula like
SUM ( ARR ) for a Company
COUNT ( CTA ID’s ) for a company
resulting in a single row with 2 and 10,000$