Hi, I would like to build a report where you see a count of open tasks in both groups - open and closed deals, I would like to break it by either a team or assigned to the task person.
I have created a custom report with data from deals and tasks but can not make total counts of open and closed deals, the report shows all the stages separately:
In filters I have matched open tasks with open and closed deal, but it does not work (1 - open tasks, 2 - open deals, 3 closed deals)
Please support with advice on steps I should take.
Regards,
Milena
1 Accepted solution
Hi @MTraczyk,
Instead of the "Deal stage" on the X-axis, use "Is open (numeric)".
It doesn't look as nice but you can click the pencil icon on the field and rename it, e.g. to "Open deals (1) vs Closed deals (0)".
Alternatively, "Is Deal Closed?" would also work, displaying "False" or "True".
Best regards
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
Hi @MTraczyk,
Instead of the "Deal stage" on the X-axis, use "Is open (numeric)".
It doesn't look as nice but you can click the pencil icon on the field and rename it, e.g. to "Open deals (1) vs Closed deals (0)".
Alternatively, "Is Deal Closed?" would also work, displaying "False" or "True".
Best regards
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
