Dashboards & Reporting

ZBuehl
Member

Reporting on Multiple Deals from one Company

SOLVE

I'm trying to create a report where I can see a customer that previously signed a 6 month deal that evovled into a 12 month deal upon renewal. We have all the months in term for all deals denoted, I just don't know how to get a view where I can see a list of customers that meet these criteria without having 2 reports that you cross check. Can anyone help me get a report like this example created?

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CateDuarte
Solution
Top Contributor | Elite Partner
Top Contributor | Elite Partner

Reporting on Multiple Deals from one Company

SOLVE

Hi @ZBuehl maybe a pivot table could work.

Make sure you have Companies as primary data source, and then add deals. 

 

CateDuarte_0-1715187093432.png

 

Catarina Duarte

Senior Consultant | Periti Digital
Email: cduarte@peritidigital.com

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CateDuarte
Solution
Top Contributor | Elite Partner
Top Contributor | Elite Partner

Reporting on Multiple Deals from one Company

SOLVE

Hi @ZBuehl maybe a pivot table could work.

Make sure you have Companies as primary data source, and then add deals. 

 

CateDuarte_0-1715187093432.png

 

Catarina Duarte

Senior Consultant | Periti Digital
Email: cduarte@peritidigital.com