topic Company Deal Reporting in Dashboards & Reporting

Company Deal Reporting

JLubas — Wed, 01 Jun 2022 18:37:58 GMT

Hello,

We are trying to track to see repeat purchasers so it would be helpful if we can create a report that will show a report of the count of companies with a certain number of deals. For example: 5 companies with 1 deal, 10 companies with 2 deals, etc.

Is this possible already? If so, can someone help me in creating this?

Thanks

Re: Company Deal Reporting

karstenkoehler — Thu, 02 Jun 2022 04:35:13 GMT

Hi @JLubas,

To accomplish this, navigate to Menu > Reports > Reports > Create custom report > Custom Report Builder and select Companies as primary data source.

Now drag Number of Associated Deals from the left sidebar on the X-axis and Count of companies on the Y-axis. And voilà, that should already be it.

Best regards!

Re: Company Deal Reporting

JLubas — Thu, 02 Jun 2022 14:16:25 GMT

Thanks!