Dashboards & Reporting

BDoCarmo
Participant

Stack rank or Aggregate Reporting

Has anyone had any luck in creating stack rank reports or any aggregate reporting in a table?  

-Stack rank - trying to put a weight to all our KPI #s per week/month and have them appear high to low

-Aggregate - would love all of our KPIs (calls, connects, deals, demos, quotes) to show up in 1 table to view all together instead of all separately

 

If not, would love to hear what some other companies do as far as Sales KPI reporting.  Do you just always view everything separately?

1 Reply 1
kvlschaefer
Community Manager
Community Manager

Stack rank or Aggregate Reporting

Hi @BDoCarmo,

 

Thanks for reaching out to the Community!

 

I would like to add our reporting experts to this conversation to see if they have advice.

Hi @NicoleSengers@Edyta7510@johnelmer@BukunmiOdetayo - Do you have any sales KPI reporting tips for @BDoCarmo?

Thank you!

 

Best,

Kristen


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !