I want to report sales by region or DMA or something similar, based on purchasing customer’s location. I would also like to filter it by time (probably just by month at first). Is this possible?
Filter by time is a default part of the sales reporting, so that’s pretty simple.
The Region/DMA would require you setting up that info and making sure that your contacts are identified somehow for each of the regions/dmas that you want (tagging is probably easiest).
Then, run your sales report and you can add a filter of searching for those with just the region/dma tag you want to look at. Best scenario would be to save the report and then just edit the dates each time you run it.