Revenue pipeline graph per salesperson

[Dziugas]

Hey HS community!

I’m struggling to create a report and was wondering if anyone has attempted to do something similar.

I would like to create a linear graph based report that would show pipeline revenue on a monthly basis for each salesperson on the team.

Is there a way to create report with a total value of deals that are under ownership of a Salesperson X that are due to close each month, and then it would be displayed with a graph over time?

For context, the goal here is to be able to predict which salespeople will have the lowest revenue pipeline in say 3 months time.

Thank you!

[Phil_Vallender]

Hi @Dziugas

Have you tried something like this:

A report showing deal amount by close date (non-cumulative) can be filtered by owner, pipeline and timeframe.

Hope this helps?

[Dziugas]

Yup! Had to wiggle it a little based on how data is input in my org, but this worked out beautifully. Thanks so much!