Hi @JarekSkudrzyk ,
Apologies for the late reply. Thank you so much for this amazing workflow!.
To answer your questions.
1. Could you please clarify if there is always such a situation that one opportunity leads to one sale?
I mean could there be a situation where an opportunity leads to no sales at all or more than 1 sale?
- The Opportunity and Sales data don't have any direct relationship. Because Sales data is a monthly recurring value which means if I have a Sales in March 2021, the Opportunity or Opportunities that contributed to that Sales were probably won in June 2021 or Oct 2021 or any other months.
For the 3 data sources: Activity, Opportunity and Sales, the company name and Range of Date from the Activity Data will be the only connection. That's why if the Opportunity and Sales dates are within the date range of the Activity, it will be captured.
In regards to this,
"however it will not work if there is a different number of opportunities and sales for specific activity (e.g. if activityID = 1 has 3 opportunities and 4 sales the workflow wont work properly because 3 != 4)"
- For the moment, there is no ID for a specific Activity that will match to a particular opportunity or sales data. Only the Company Name and Range of Dates can connect these 3 data sources. I believe your workflow will work! 😉
If any of the information I mentioned above affect any results or process in the workflow, please let me know and it will be a big help for me in understanding more the Alteryx tools. This community is just amazing!