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Joining Employee table with Opportunity Table?

  • 15 September 2022
  • 2 replies
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My team is trying to create a report for budget to actuals by salesperson.

 

We have created an attribute associated with the employee class called Sales Budget and entered in the amounts for each of our salespeople. Each of our salespeople are Owners of their respective Opportunities.

 

We are attempting to join the EPEmployee/CREmployee table with the CROpportunity table in order to create a GI that shows Salesperson, Budget and then sums their actual sales for the period. 

 

Has anyone been able to join the employee object with the opportunity object through the Owner field (or otherwise)?

 

Any ideas would be appreciated.  

 

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Best answer by BenjaminCrisman 15 September 2022, 22:31

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Hi @jwarren ! For this issue have you tried joining CROpportunity to EPEmployee on OwnerID = DefContatID?

 

Userlevel 5
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Just what I was looking for - thanks!

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