Hello Community,
In a current project I have a challenge with the calculation of measurements. Perhaps you have ideas for solving this or have already had a similar requirement.
We are working with classifiers, e.g. customers, to assign transactions to sales reps. A sales rep can be assigned 1 to n customers. This assignment is realized via a territory that contains the customers (classifiers) and is assigned to the position of the sales rep.
To calculate a measurement, we now need to calculate the turnover that this sales representative has made with each individual customer. However, I can only use the territory in the conditions for the rule, which results in the sales being calculated for all assigned customers. Or I can explicitly specify the customers in the condition, but then I would have to create a rule for each existing customer, which is not practical in a productive scenario.
In our example, we used customers as classifiers, but this requirement could also be relevant for other classifiers, for example: sales per product or sales per zip code.
Currently my only idea is to solve this via a stored procedure in the database, but then I can only work with the aggregated final result of the calculation and cannot present the intermediate results to the user.
What would be the ideal way to solve this requirement?
Many thanks and best regards,
Maximilian
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