hola, quisiera saber si hay una forma de obtener un reporte que indique por vendedor los negocios en los que están trabajando y a su vez que estén por etapa de negocio. Encontré uno que se llama CANTIDAD CERRADA POR REPRESENTANTE POR DESGLOSE POR ETAPAS pero no concuerda el monto de los negocios que están en etapas tempranas con el que se refleja en la gráfica, es menos dinero al real y yo quisiera que se reflejara el real siempre. ¿Me podrían ayudar o explicarme porqué el monto es diferente?
Gracias
Hola @YMartínez9
¡Bienvenida a la Comunidad!
Excelente pregunta, creo que nuestros expertos pueden compartirte algunas ideas sobre este tema.
Hola @Lucila-Andimol @Kaleudia @jpsanchez ¿que pueden aconsejar @YMartínez9 en este caso?
Un abrazo
Sharon
Hello @YMartínez9,
Differences in amounts are usually due to the filters you may be using. I recommend first checking whether there is any filter, such as “close date,” that might be isolating data and preventing you from seeing the full picture.
Another factor for creating your report is that, in one way or another, you need to include a date filter that allows you to view a specific range. For example, “view all deals by salesperson that are active, but only those with a close date or creation date this month.” How you filter will directly affect the report’s results. Now, if you want to see EVERYTHING, make sure your date filters include an option like “creation date is known,” which will capture all records.
I created a custom report using the Report Builder that might be useful to you. I set it up as follows:
On the X-axis, show the deal stage; on the Y-axis, show the total deal amount (in this case, I set it to display the cumulative total); and break it down by deal owner, that is, by salesperson. In the filters section, keep in mind what I mentioned earlier regarding dates, whether you want to view a specific pipeline, etc.
Hope this helps!
