I would like a report creating with the following criteriaTop 50 customersYearly sales YTD, 2024, 2023, 2022Last order dateLast Outbound callLast e-mail sentLast e-mail receivedNumber of open tasksand if possible number of products ordered.
We have some unique processes within Sales Force for our industry such as orders with order line items and products linked to each customer individually. Inquiries instead of Opportunities, which allows us to create order from the inquiry etc.
Please be specific with your proposal, indicating you under the task, the challenges, what is required etc.
Thank you
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