Reporting on lost deals by company's annual revenue

Smart CRM & Sales Hub Dashboards & Reporting
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Hi @casebook_brian,

I’ve played around with this as well. You may have to rely on your second option and copy the annual revenue from the company over to the deals and report that way.

Another option is to create a company property using annual revenue ranges and set the value using a workflow. Your outcome would be something like this:

  • Company Revenue: $0-1,000,000 Deals Lost: 3
  • Company Revenue: $1,000,000 - $10,000,000 Deals Lost: 2

With that setup, you could create a graph or chart. Some work up-front, but it might give you the desired output you are looking for.

Josh