User Profile

[dreginald]

There are many ways to do this and the simplest way, in my view, as below:-
1. Create a PDF Template using the Accounts Module (you need to link...

[dreginald]

I have deployed a similar solution for my client. Can show you the same, if interested

[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...