Hello,
I am trying to figure out how to create a report that will show me which companies have Open Deals of a certain filtered type. I need to find out which companies have a Deal Type “A” AND Deal Type “B” Open. We have two types of products that compliment each other and I need to be able to easily run a report that will show which Companies have Open Deals with Both A and B. Is this possible? I tried the filters and I can not find one that works correctly. It is only either /Or but not BOTH. Thanks
Hi @SComeau,
If you just want a list of these companies, it could be done with a simple company list? My deal types are different but you get the idea:
By using these filters, you can find out who has both A and B.
Best regards
This would work, but I need details on the Open Deals associated such as Owner, Type, ACV, Stage and Close Date to make informed decisions. Can I do this with a Custom Report? I tried but it seems to be giving me duplicate data.
@SComeau duplicates are typically due to the report source. If you don’t want to see deal duplicates, try making deals the primary report data source.
Hello, I tried to create an active list as you have above but I can not find the filter Company is associated with “any deal”. I can only get the # of deals associated. Can you please show me how you got to that filter?
