At the moment we are only able to breakdown our historical pipeline snapshots by deal stage, forecast category and amount in company currency. It would be great to have more options here for the breakdown. I have tiered all my deal data and it would be interesting to see over time, how the tiers have changed. The data all seems to be there as you can use the filters to get what you need, it would just be great to present the data in different formats. I don’t want to have to do 4 reports to show Tier 1/2/3/4, i just want to see it all in the same report!
Status: Idea Submitted
YES!!! While this historical snapshot report is great, the breakdown options don’t really make much sense for likely a majority of users/accounts. For instance, we would much prefer to be able to breakdown this report by the deal owner instead of deal stage, amount in currency, or forecast category. We would also like to see this expanded to be able to breakdown by other properties on the deal records, such as “Deal Industry” within our instance so we can have a clearer picture of pipelines by owner or industry.
YES! While the historical snapshot report is useful, the breakdown options need improvement for most users. We’d find it much more helpful to break down the report by deal owner, and ideally, by other deal properties like ‘Deal Industry’ for a clearer picture of pipelines.
Defenitely more properties would be great to have for creating valuable historical reports.