Attribute revenue from a child company to parent

Hi @jpc0480,

You can accomplish this using a custom, cross-object report using companies and deals. You’ll need to add at least the values for the amount and parent company, as seen in the screenshot.


Once you have the values and filters set up as you’d like to see them, you can adjust the visualization so it’s showing the data as you need it for a report.

I hope this helps!

Josh

Thanks for the ping @JessicaH!