topic Re: Report showing weekly deal value in one stage of the pipeline by sales rep in Dashboards & Reporting

Report showing weekly deal value in one stage of the pipeline by sales rep

CAusten — Wed, 22 Feb 2023 20:25:03 GMT

Hi all,

We have 3 sales reps and I want to create a report that shows the total deal value that each of them is producing at our proposal-issued stage each week. So that we can track that against deal value signed each week per sales rep.

Any help would be much appreciated. Thanks

Re: Report showing weekly deal value in one stage of the pipeline by sales rep

karstenkoehler — Thu, 23 Feb 2023 05:56:38 GMT

Hi @CAusten,

This can be achieved with a single object report: Menu > Reports > Report > Create report > Single object > Deals

Once in the editor, configure it like shown below:

(Replace the stage with your proposal issues stage and change the date range to your liking.)

Let me know if you have any follow-up questions!

Re: Report showing weekly deal value in one stage of the pipeline by sales rep

CAusten — Thu, 23 Feb 2023 14:29:02 GMT

Hi Karsten,

Thanks for your response. I'm not getting the option to change the frequency as you can see below. I'd ideally like to see time on the x-axis, and amount on the y-axis. Then a bar for each week with the total pipeline deal value, and each bar broken down by colour to show the contribution of each deal owner. Is that possible?

Re: Report showing weekly deal value in one stage of the pipeline by sales rep

karstenkoehler — Thu, 23 Feb 2023 14:31:33 GMT

Hi @CAusten,

Have you set up your report exactly as shown in my screenshots above? For the frequency dropdown to appear, you must have the date property on the x-axis.

Best regards

Re: Report showing weekly deal value in one stage of the pipeline by sales rep

CAusten — Thu, 23 Feb 2023 14:37:58 GMT

I should never have doubted you. Thanks for your help my friend.

Re: Report showing weekly deal value in one stage of the pipeline by sales rep

karstenkoehler — Thu, 23 Feb 2023 14:39:40 GMT

Hahaha, @CAusten – glad you have the report that you were looking for.