I'm trying to create a report that will see the monthly amount closed per-person. This would be trivial, but we have some deals that have deal splits set up. How can I make this report?
4 - calculated property using rep B split percentage x deal amount
Now assuming you have the deal owner as Rep A, you should already have a property indicating who rep B is. Rep A and Rep B will vary by deal, but you can tie these numbers back to the owner in the report. You might have to create filters by rep and I'm not 100% sure if you'll achieve it in a single report or if you'd have to break out by rep and create individual stat type of report.
If my reply answered your question please mark it as a solution to make it easier for others to find.
4 - calculated property using rep B split percentage x deal amount
Now assuming you have the deal owner as Rep A, you should already have a property indicating who rep B is. Rep A and Rep B will vary by deal, but you can tie these numbers back to the owner in the report. You might have to create filters by rep and I'm not 100% sure if you'll achieve it in a single report or if you'd have to break out by rep and create individual stat type of report.
If my reply answered your question please mark it as a solution to make it easier for others to find.
Yes, you can add this report to your dashboard. However, I presume these deals already have specific deal owners from ISRs or SDRs that will allow you to know how much each of them has closed. So, let's proceed:
From your dashboard, hover to Add reports, create reports
From there, set your data source as "deals", and select your preferred visualisation. Then, build from scratch on "single objects."
Choose your object as deals, and select the properties you'd like displayed. Here, I am presuming deal owner, closed amount, and deal stage should be included.
Toggle between data and visualisation to ensure all the properties you need have been included. Then, click "Next", give your report a name, choose whether or not to add to your existing dashboards, and there you have it.
I don't beleive this answered peters questions. I also would like to show amounts split by deal splits (the deal owner and the person who the deal is split with) just like I could if I created two seperate deals with two separte deal owners