Hi,
My client specifically needs a CRM that can categorize his customers into groups and make a revenue report for each group every month so he can give “royalities” and discounts to the different customer groups. Can SuiteCRM categorize like this?
Thanks in advance
I tried making a report on a locally installed demo, but it wouldnt apply the selected field or let me set conditions, text is in red. What am I doing wrong? 
The short answer is YES, it is possible.
You could, for example, create a custom dropdown (admin->dropdown editor) with the list of your groups.
Then you add a field in your accounts (admin->studio->accounts->editview) with your dropdown.
For each account you select the group to which it belongs.
So far this is really straightforward.
Then, depending on your objectives there are various ways to achieve the rest of what you are looking for. For example a scheduled task, one or more workflows, a logic hook. It really depends on what you want to do.
Very helpful, thanks!
I’m guessing i would generate a report from invoices table and total amount sold, then set a custom field to show only the invoices from the last month in like you say a scheduled task or workflow, am i on the right track here?
Sorry if I’m asking stupid questions, its just a bit hard to do this kind of testing with limited experience in CRMs and with the limited amount of demo data i have available in invoices and sales
I think you are on the right track but all depends on what you want to do precisely.
I would start by creating a dropdown field in order to classify the type of company, which you wanted to do.
Then you can try running a report to analyse monthly data.
etc…