Reports on Deals over a certain threshold

AFlaherty6 — Thu, 01 Jun 2023 18:02:10 GMT

I am trying to create a report to add to our Sales dashboard noting any time a deal is created over a certain threshold. We have pretty standard pricing and I want to make sure these outliers are noted and reviewed. Any guidance is appreciated.

Re: Reports on Deals over a certain threshold

jolle — Thu, 01 Jun 2023 18:23:03 GMT

Hey @AFlaherty6, thanks for reaching out!

Are you referring to the "Deal amount?" If so, you should be able to create a custom deal report and add the following filter:

Amount is greater than/greater than or equal to $XXX

You can also add additional filters as needed (like "Stage" is none of "Closed won" or "Closed lost" to pull in only open deals).

If you choose the table format, that should give you a list of any deals that have an amount over the threshold you specify.

Additionally, you could create a deal workflow that will send an internal email notification to the needed team members if an open deal amount exceeds the threshold you set. It might be helpful to have the dashboard and a real-time notification to make sure you;re able to review the deals in a timely manner.

Hope this helps!!

topic Reports on Deals over a certain threshold in Dashboards & Reporting

Reports on Deals over a certain threshold

Re: Reports on Deals over a certain threshold