I’ve made a CRM for a local medical practice to track how many doctors (ie “Contacts”) have referred patients to them over time so they can nurture those relationships.
Part of the app is a list of “referral trends” so they can see who has historically referred the most patients to them over the long-term and compare that to more recent averages. The goal is to be able to quickly see who may be “underperforming” and may need a check-in to nurture the relationship.
This is a repeating group that displays a list of Contacts – the RG data source is a Search for Referrals that each Contact has made and is grouped by Contact. Each row has three columns: one for the total number of referrals over the past 12 months, one for a rolling 3-month average number of referrals during the past 12 months, and one for a list of referrals made in the past 90 days. If past 90 day referrals are less than their 3-month average, it shows a warning; if past 90 day referrals are greater than their 3-month average, it shows a green check mark:
Here’s my question: is there a way to sort the RG by the third column so that it shows the largest percentage difference between the average and the past 90-day referrals? I’m mostly interested in seeing the largest difference between 3-month average and past 90-day referrals, not necessarily the largest number of past 90-day referrals. I’ve been having trouble sorting this way since the third column is calculated in real-time, not a property on an individual Contact record.
@keith would List Shifter still work if the Referral data type references a Contact, but the Contact data type doesn’t have a list of Referrals?
Right now, the RG is a search for Referrals grouped by the Contact who made each Referral. If I query a list of Contacts, I can’t see a list of the Referrals each Contact has made…so would List Shifter still work in this scenario?