Is there a simple way to convert raw data from the Deals Ive entered into a report, showing how many have been converted to wins and percentages etc.
Hi @CGowdy,
This depends on your subscription level and what you consider simple.
It looks like you’re on a Starter subscription, in which case you have access to the report library but not custom reports. You can find the report library under Menu > Reports > Reports > Create report and use the search in the top left corner to look for ‘deals’.
Custom reports ( = anything you cannot find there) require a Professional subscription: Create custom reports
Hope this helps!