Custom Report - CFO Forecast report
4 weeks ago
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
- Close Date