Problem:

I want to report ad hoc on data without having to create arbitrary linked records in order to perform rollups.

Examples:

There is a “goals” table and a salesperson has a goal of $250k for the quarter, the actuals are measured from an opportunity table, but one would have to arbitrarily link the goal record to the opportunities table

I want to create an EOS scorecard which has 10 fields for metrics, like # of leads, # of meetings, # of contracts signed

Potential solution:

A QUERY() function for formulas, whereby you could indicate the table you want to reference (does not need to be linked) and the WHERE criteria (like SQL)?

So for the goals, it would be like QUERY([Opportunities], (([Opportunities].[Sales Rep], [Name]), ([Opportunities].[Period], [Quarter])))