topic Re: Report - Waterfall - By Deal Count vs Deal Value in Dashboards & Reporting

Report - Waterfall - By Deal Count vs Deal Value

JRucker5 — Thu, 06 Jun 2024 00:20:54 GMT

We're looking to use the waterfall template, but need it by count of deals, not deal value. Is this something we can do easily?

Our work around is to count deals changed as individual values and put it into the Dashboard, but it's janky and doesn't work for an executive approach.

Re: Report - Waterfall - By Deal Count vs Deal Value

trevordjones — Thu, 06 Jun 2024 14:05:14 GMT

Hi @JRucker5 ,

To my knowledge there is no way to create a Pipeline Waterfall report by count of deals, rather than revenue. I agree this would be a helpful addition. You may want to upvote this idea to let product managers know it is important to you.