Good Morning,
I am currently building what I am calling an "Account Health Index" that will measure many different data points across my organization that will ultimately create a Health Score.
What I am trying to accomplish is I want to assign a specific score or grade those various different data points this score then would be used as a combined total.
Here is what I have so far...
The following formula creates a profitability value of my accounts that we deliver shipments to, what I am trying to achieve is to ad a grade based on the total of the formula below. For Example,
(Count({$<FISYR = {$(=year(Today()))}>} INVOICE)*65.00 -(Sum(SAGMDOL))) > 5000 = 10 Points
(Count({$<FISYR = {$(=year(Today()))}>} INVOICE)*65.00 -(Sum(SAGMDOL))) > 2000 = 5 Points
(Count({$<FISYR = {$(=year(Today()))}>} INVOICE)*65.00 -(Sum(SAGMDOL))) > 0 = 0 Points
(Count({$<FISYR = {$(=year(Today()))}>} INVOICE)*65.00 -(Sum(SAGMDOL))) > -2000 = -5 Points
(Count({$<FISYR = {$(=year(Today()))}>} INVOICE)*65.00 -(Sum(SAGMDOL))) > 5000 = -10 Points
As always thank you all for your assistance, without the assistance of the community I would never have gotten as far as I have in build a solution for our orgnaization
Barry
