Showing sum of 2 pipelines

[OmryS]

Hi! 

I was wondering if there was a way to create a report showing the total amout of all closed won deals from 2 different pipelines? I want to be able to show the total ARR from 2 separate pipelines, instead of showing the amounts per pipeline. Would that be possible?

Thanks!

[chrisworqflow · Accepted solution]

@OmryS  You can achieve this by creating a Single Object report > (Deals Oject) > and then apply the following filters: 

• Required filters: Close Date is All time
• Pipeline is any of X pipeline of Y Pipeline
  
  
  

Under the Data tab, search for annual recurring revenue and select it. Under Visualization, configure the layout as the below screenshot: 

[karstenkoehler · Accepted solution]

Hi @OmryS,

If you're referring to this filter...

... then this is OR, not AND. It will show deals from all three stages, not deals which are in all three stages at the same time.

Best regards!

[karstenkoehler]

Hi @OmryS,

Yes, custom deal reports will by default do this, unless you filter the deal report by pipeline specifically.

These types of reports can be created in a Professional subscription, within the free CRM or a Starter subscription this is not possible.

Navigate to Menu > Reports > Reports > Create report > Single object > Deals. Under Filters, you can check the date range and also see that this is not filtered by pipeline. In the Data tab, click Add Deal Property to find your Deal amount / Annual recurring revenue field. If you just want to see the total, in the Visualization tab choose the Summary chart type and drag the amount field into the Displaying area. You should see a single number to the right:

Best regards!

[OmryS]

Thank you @karstenkoehler

Is there a way to add a filter to show the total amount of only the deals under the closed won stage in the 2 different pipelines?

I would like the filter to be - Deal Stage is closed won (pipeline 1) OR closed won (pipeline 2). 

Right now it only allows me to have an AND filter which doesn't give me the right total amount.

Thanks a lot again,

[karstenkoehler · Accepted solution]

Hi @OmryS,

If you're referring to this filter...

... then this is OR, not AND. It will show deals from all three stages, not deals which are in all three stages at the same time.

Best regards!

[OmryS]

Oh, amazing. Thanks @karstenkoehler 

Now I just need to figure out why the number shown is off, but that's probably related to our data.

Thanks a lot for the help!

[chrisworqflow · Accepted solution]

@OmryS  You can achieve this by creating a Single Object report > (Deals Oject) > and then apply the following filters: 

• Required filters: Close Date is All time
• Pipeline is any of X pipeline of Y Pipeline
  
  
  

Under the Data tab, search for annual recurring revenue and select it. Under Visualization, configure the layout as the below screenshot: 

[OmryS]

Thank you @chrisworqflow 

Is there a way to add a filter to show the total amount of only the deals under the closed won stage in the 2 different pipelines?

I would like the filter to be - Deal Stage is closed won (pipeline 1) OR closed won (pipeline 2). 

Right now it only allows me to have an AND filter which doesn't give me the right total amount.

Thanks a lot again,

[chrisworqflow · Accepted solution]

@OmryS  You would just need to add an additional filter of Deal Stage contains any of Closed Won (Pipeline X); Closed Won (Pipeline Y). see screenshot below: 

If this solved what you're looking for please mark this as an accepted solution!

[OmryS]

That worked! Thanks a lot 🙂