Dashboards & Reporting

ZBuehl
Membre

Reporting on Multiple Deals from one Company

Résolue

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?

0 Votes
1 Solution acceptée
CateDuarte
Solution
Contributeur de premier rang | Partenaire solutions Elite
Contributeur de premier rang | Partenaire solutions Elite

Reporting on Multiple Deals from one Company

Résolue

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

Voir la solution dans l'envoi d'origine

1 Réponse
CateDuarte
Solution
Contributeur de premier rang | Partenaire solutions Elite
Contributeur de premier rang | Partenaire solutions Elite

Reporting on Multiple Deals from one Company

Résolue

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