Dashboards & Reporting


Pipeline Report by Product (including $$$-One Time and Recurring)

Any one have any luck creating a report that has Deal Names on the left handside and Deal Products Cross the top? Deal product dollars should not only be separated out (we have about 7) by product but also by One Time Fees and Recurring Fees. We keep these updated on each Deal record but can't seem to find a good way to produce this report with out going into each deal manually to get the break down. This is a recurring report our finance team demands on a pretty regular basis to maintain an up to date forecast of revenues.  

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Top Contributor

Pipeline Report by Product (including $$$-One Time and Recurring)

Interesting question. I haven't been able to figure it out but ended up getting my team to build something similar. I'd love to chat to you about your reporting needs if you don't come right. I'm curious to see what others have to say about this problem too. 


Hope you have a great weekend.


Kind Regards,


Senior Business Analyst