Dashboards & Reporting

MariaIsidro
Member

Showing the Number of Deals that a User is Owner 1 or Owner 2 of

SOLVE

Hi! For deals, we have 2 owners (let's say Owner 1 and Owner 2). I want to create a report displaying how many deals each person has, broken down by if they are Owner 1 or Owner 2.

 

Right now I have 2 separate reports for these and want to combine them. Is there a way to do this?

 

Screenshot of the reports I want to combine.

MariaIsidro_1-1695192051924.png

 

 

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1 Accepted solution
Shadab_Khan
Solution
Guide | Elite Partner
Guide | Elite Partner

Showing the Number of Deals that a User is Owner 1 or Owner 2 of

SOLVE

@MariaIsidro Good Question!

 

My simple solution is to use the "Break down" Option (Screenshot). However would love to understand the full use case/user story here.

Report Visualization.png

Report Setting.png

  

 

 

Found my solution helpful? mark it as accepted

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1 Reply 1
Shadab_Khan
Solution
Guide | Elite Partner
Guide | Elite Partner

Showing the Number of Deals that a User is Owner 1 or Owner 2 of

SOLVE

@MariaIsidro Good Question!

 

My simple solution is to use the "Break down" Option (Screenshot). However would love to understand the full use case/user story here.

Report Visualization.png

Report Setting.png

  

 

 

Found my solution helpful? mark it as accepted