Custom Report - CFO Forecast report

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New Contributor

I really want to generate a report that I can share with my CFO. 

 

He is most interested in knowing what products are being ordered, what the deal stage is in, how many units are being ordered and by what company.  Can't seem to build a report that shows all of that - some data  on one report, some on another but not all together. How can this be done. 

 

Columns for the report would be:

 

  • Company Name
  • Deal Name
  • Product
  • Quantity
  • Revenue
  • Close Date
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Regular Contributor

@ShelleyF 

 

Do you have the data about what products are being sold on each deal? Or do they live on the line items?

New Contributor

Hi, 

 

Thank you for your reply. The products are listed in a quote doc as line items.  So not sure how to create said report.  I don't see the properties there.

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Occasional Contributor

Hey @ShelleyF ,

 

We have been able to build customised financial reports for our company by using a third party solution which integrates with HS.

 

If you need help with the name, please let me know and I'll inbox you.

 

Cheers

Sam

 

 

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New Contributor

Hi Sam,

 

Yes, I would be interested in knowing what that 3rd party app is. We are trying to evaluate as a full solution for our company.

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Occasional Contributor

Hey @ShelleyF,
We use Sprinkle Data for all the reporting purposes. You can have a look at it.

Cheers
Sam

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