Creating KPI report facing challenges in static columns

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  • james salvan
    Junior Member
    • Apr 2025
    • 7

    Creating KPI report facing challenges in static columns

    I have report advance pack, I have tried creating joint grid report and grid report, for KPI sales, Like I am using the Financial Year : close date + Assigned User as a filter in opportunity to get close date and stage won, Year wise report thats good

    the problem is we need a report like:

    Account Manager | Target | April | May | June | July | ............... | Achieved
    AssignedUserName | 200000 | 20000| .... | 200000
    AssignedUserName2 | 400000 | 20000| .... | 100000

    where Target is currency amount static that is decided in the start of financial year

    is there any way to may this happen ?

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