Dashboards & Reporting

MariaKristians1
Contributor | Elite Partner
Contributor | Elite Partner

Report to compare deal revenue vs budget

Hi. Is it possible to create a report that splits into different products, and sales reps, AND compare this to budget - per month? Something like this:

  JanFebMarch
Product group XActual12005001000
 Budget100010001000
 Diff200-5000
Product group YActual500600600
 Budget500300800
 Diff0-300200
0 Upvotes
1 Reply 1
PamCotton
Community Manager
Community Manager

Report to compare deal revenue vs budget

Hello @MariaKristians1, that's a great question!

Let's ask our top experts @Josh @Jnix284 any suggestions for @MariaKristians1 matter.

 

Thank you,

Pam

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