User Profile

[dreginald]

I suggest you create a separate entity eg. "Sales Performance" and map the values from Opportunity or Sales Order or Invoice to this entity...

[dreginald]

You can check by using formula record\findOne or record\findMany https://docs.espocrm.com/administrat...#recordfindone

[dreginald]

You can create a list report on task with parent opportunity (use filter parent>opportunity) and select the required fields....

[dreginald]

You can select the fields you want to include in the search in the Entity Manager. Screenshot attached

...

[dreginald]

In the grid report on Tasks, instead of grouping tasks with parent, group by Account and results will show in the joint Grid...

[dreginald]

You can try an Update Import with Update By with First name and Last Name and add Email Address

[dreginald]

There is no direct relationship between Sales Order and Product.
So create a report with Sales Order Items as the Target entity and the Account...

[dreginald]

Create a Person Entity "New User" with HR User access for creation.

Write a workflow to create new record "User" when...