topic Re: Custom Report in Dashboards & Reporting

Custom Report

SThompson7 — Wed, 26 May 2021 15:40:33 GMT

Hi,

Is there a way to create a custom report that shows:

Company owner

Total sales revenue 2020

Total sum of all deals

what percentage of sales came from deals

thanks

Re: Custom Report

karstenkoehler — Wed, 26 May 2021 15:47:02 GMT

Hi @SThompson7,

It's not possible to visualize all of this information within one report, but you could create multiple reports.

Company owner <> Total sales revenue 2020

Is there a reason why you're distinguishing between company owner and rep in general? If not, you could use a report from the report library (Menu > Reports > Reports > Report library) for this, "Deal leaderboard - amount closed by rep", hover your mouse over it, click Edit in builder and specify your desired timeframe under Filters on the upper right.

Total sum of all deals

You could use the template "Deal closed totals vs. goal" from the report library for this. Does that work?

what percentage of sales came from deals

What do you mean with "what percentage fo sales came from deals" – what other paths could sales (= revenue?) take in your portal?

Best regards!

Re: Custom Report

SThompson7 — Wed, 26 May 2021 15:52:43 GMT

Thank you. Some of our sales are direct sales that we don't create deals for.

Re: Custom Report

karstenkoehler — Wed, 26 May 2021 15:53:51 GMT

Hi @SThompson7,

Where do you store the information about these direct sales?

Best regards

Re: Custom Report

SThompson7 — Wed, 26 May 2021 15:56:15 GMT

On the Companies