Good afternoon,
Could you please advise on how I would create a new report show the deal stage on X axis & number of tasks open on Y axis.
I would like to be able to get a list of closed deals (over a certain period of time) with tasks still open to be actioned.
Thank you
Hi @RSergeant,
You would use the custom report builder for that: Create reports with the custom report builder
- As data sources select Deals and Tasks
- Drag and drop “Deal stage” onto the x-axis
- Drag and drop “(Count) tasks” on the y-axis
- Apply a report filter for “Task status”, assuming you want to filter out copmleted tasks
Best regards
