Jul 24, 2020 2:13 PM
In our business we support customers on two different platforms. One platform being human to human sales, the other is, e-commerce to human sales. We've created a custom calculated field to measure the % of business that is being generated between human to human sales, and e-commerce to human sales.
The report we're looking to create. Trending Reports to indicate IF these customers are trending UP or DOWN based on the comparison of the two numbers.
Any "over the time" reporting suggestions?
Aug 6, 2020 4:59 AM - edited Aug 6, 2020 4:59 AM
I may be able to help with some information.
1 - Are the two platforms in the same account?
2 - Do you have 2 calculated properties? 1 for human to human and then 1 for e-commerce to human?
3 - Are you using deals stages and a separate pipeline for each type??
Jul 28, 2020 3:05 AM