a week ago
Currently, I'm trying to build a report to get some more insights on the number (and value) of certain sizes of won/lost deals. To start I'd like to create a couple of groups based on a min-max value.
Eventually, I'd like to do this for specific clients etc but I can't find a proper way to set or create these groups in the reporting section.
This is what I've in mind.
Off the top of my head I think to create the report you are looking for you will have to first create a custom deal property to store the value group (i.e. 0-30k, 30-100k, etc) and set this based on the deal amount (a workflow). You should then be able to put this property on the horizontal axis of a report and show deal amounts in won and lost for each.
Hope this helps?
Yeah I was also thinking about that - but it felt a bit cumbersome since it isn't easy to adjust the thresholds. Would love to play around a bit to find out a critical deal-size.
Maybe its the only way to go indeed.