topic Report type in Dashboards & Reporting

Report type

JSamuel85 — Wed, 03 Apr 2024 10:45:16 GMT

Hi,

I am looking to create a report that analysis the deals we have where we have three closed options. Is this possible and which type of report is best please?

Re: Report type

karstenkoehler — Wed, 03 Apr 2024 10:46:13 GMT

Hi @JSamuel85,

Could you elaborate a bit on what exactly you mean when you say "three closed options"? What does this refer to? Could you give an example?

Best regards

Re: Report type

JSamuel85 — Wed, 03 Apr 2024 10:49:34 GMT

We have 'closed - no slot', 'closed - price', 'closed - other' .

Re: Report type

karstenkoehler — Wed, 03 Apr 2024 10:51:31 GMT

@JSamuel85 if these are deal stages, then a single object report will do. Navigate to Menu > Reporting > Reports > My reports > Create report > Single object > Deals.

In the top left under "Filters", specify your desired date range and filter for Deal stage is any of 'closed - no slot', 'closed - price', 'closed - other'. In the visualization tab, arrange the left sidebar like this:

Best regards!