How do I add Status Group Formulas to my Vendor Performance Report?

Modified on Mon, Apr 19, 2021 at 6:12 PM

Direct Link to tutorial/solution:


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Embedded tutorial/solution:


21 STEPS

1. To add Status Group Formulas to the Vendor Performance Report, click Dashboard

Step 1 image

2. Click Performance Dashboard

Step 2 image

3. Click the gear icon to edit the table settings.

Step 3 image

4. You want to make sure that you have more than 1 group created in Custom Status Groups.

Please see our tutorial on how to create Custom Status Groups for more information.

Step 4 image

5. Click New Formula

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6. Click Formula Name and begin typing the name of your custom group formula.

Step 6 image

7. Click the dropdown menu to select your first Custom Status Group option

Step 7 image

8. Select the desired custom status group from the dropdown.

Step 8 image

9. Click the middle dropdown option to select your operator (Add, Subtract, Multiply, Divide)

Step 9 image

10. Select the operator you want to use

Step 10 image

11. Click the next dropdown menu to select your second Custom Status Group option

Step 11 image

12. Select the desired custom status group from the dropdown.

Step 12 image

13. Click Visible in report to display the new column in your report.

Step 13 image

14. Click Save Formula

Step 14 image

15. Click Save

Step 15 image

16. Click Close

Step 16 image

17. The new column will appear in your report.

Step 17 image

18. Proceed to run your report using the filters desired

Step 18 image

19. For this example, we will look at leads created in the period of the last 7 days.  Click Last 7 days from the dropdown menu.

Step 19 image

20. Click Search

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21. You may also want to toggle the "Only Show Leads Created in Time Frame" option to display different results.

Unchecking this box will show all leads with activity during the time period selected instead of just leads created in that time period.

Step 21 image


Copy of text and screenshots from the tutorial/solution:


1. To add Status Group Formulas to the Vendor Performance Report, click Dashboard



2. Click Performance Dashboard


3. Click the gear icon to edit the table settings.


4. Make sure that you have more than 1 group created in Custom Status Groups.


Please see our tutorial on how to create Custom Status Groups for more information.


5. Click New Formula


6. Click Formula Name and begin typing the name of your custom group formula.


7. Click the dropdown menu to select your first Custom Status Group option


8. Select the desired custom status group from the dropdown.


9. Click the middle dropdown option to select your operator (Add, Subtract, Multiply, Divide)


10. Select the operator you want to use


11. Click the next dropdown menu to select your second Custom Status Group option


12. Select the desired custom status group from the dropdown.


13. Click Visible in report to display the new column in your report.


14. Click Save Formula


15. Click Save 


16. Click Close


17. The new column will appear in your report.


18. Proceed to run your report using the filters desired. 


19. For this example, we will look at leads created in the period of the last 7 days.  Click Last 7 days from the dropdown menu.


20. Click Search


21. You may also want to toggle the "Only Show Leads Created in Time Frame" option to display different results.


Unchecking this box will show all leads with activity during the time period selected instead of just leads created in that time period.



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