Dashboards & Reporting

SKluge
Contributor

Report on specific line items in specific stage of pipelines

Hi!

I am looking to have a live report that will show a breakdown of line items associated with deals in my quoted stages.

I have 4 pipelines that I would like to pull this information from and ideally have all line items broken out with the revenue associated.

Eg:
In our 4 pipelines at the quoted stage, x product is in y# of deals for a total of $z

I was able to create a report that shows the full amount of the deal segmented by SKUS, but I would like to see a revenue total for SKU's specifically.  See attached from where I am, currently.

Thanks!sku reporting.png

3 Replies 3
AdamZenzero
Participant

Report on specific line items in specific stage of pipelines

Looking to do something very similar. reporting on certain SKUs on deals that contain multiple SKUs across pipelines. This level of reporting would be very very useful. 

0 Upvotes
DianaGomez
Community Manager
Community Manager

Report on specific line items in specific stage of pipelines

Hi @AdamZenzero hope you are doing well 🙂

 

I have found the idea already submitted here, I encourage you to upvote for the idea, this way it will have more chances to be implemented in the future 🙂

 

Best, 

Diana


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0 Upvotes
TiphaineCuisset
Community Manager
Community Manager

Report on specific line items in specific stage of pipelines

Hi @SKluge 

 

Thank you for reaching out.

 

I want to tag some of our experts on this - @Mike_Eastwood @NicoleSengers @StefaniUAT do you have any thought for @SKluge on this? 

 

Thank you!

Best

Tiphaine


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