Deals report which includes main point of contact, their job title and geographical location

Smart CRM & Sales Hub Dashboards & Reporting
1

Hi there,
It seems a pretty standard requirement for a CRM pipeline report, but I cannot work out how to create this - can anyone help I want a list of the pending deals, who the main contact is associated to the deal, their job title and their geographic location, i.e. US, UK, Australia et al - can’t seem to find how to do it - any pointers greatly received.

2

Hi @CJAsha

Thank you for reaching out

I want to tag some of our experts on this - @Bruno_Teixeira @Daniel_Bleich @Dan1 do you have any thoughts for @CJAsha on this?

Thank you!

Best

Tiphaine

3

Thanks for this Tiphaine appreciate it.

4

Hello @CJAsha , you can have this information by creating a custom cross-object report. So you can have both contact and deal information.

In this case, job title and geographic location (Country/Region) are on the contact object and the deal information belong to the deal object.

5

Hi Bruno,
When I click on custom report it advised I need to contact sales, I’m guessing this means it wil cost to add those data points in. Which I am doubtful we will get green lit - thank you so much for taking the time to respond - back to an excel spreadsheet and manually creating the data information.