ago 10, 20224:44 AM - editado ago 10, 20224:45 AM
Miembro
Revenue pipeline graph per salesperson
resolver
Hey HS community!
I'm struggling to create a report and was wondering if anyone has attempted to do something similar.
I would like to create a linear graph based report that would show pipeline revenue on a monthly basis for each salesperson on the team.
Is there a way to create report with a total value of deals that are under ownership of a Salesperson X that are due to close each month, and then it would be displayed with a graph over time?
For context, the goal here is to be able to predict which salespeople will have the lowest revenue pipeline in say 3 months time.