We need a report which looks like the attached.
Each client has there own "Account number"
An Account number can have many cycles with different status's.
The logic behind the clients completed, Must be a client who has not had anything complete in the system before.
The logic behind it for a New sale must be, No business has completed in the system.
I can help you with where things are located in the database, What the different values are ETC
What i more need is help on the formulas to calculate this.
Anyone really good with Excel? :) Quick easy cash!