Target accounts trought the month

[DAzevedo]

Hi guys,
Hope you are all doing well!!!

I'm trying to create a commercial report that allows me to analyze the evolution of the TA's (true) per REP during the month. That is, I would like to be able to compare how many true AT's each REP has with the ones they have at the end of the month.

This with the possibility of filtering by lead status, etc.

Does anyone have any suggestions?

Thank you very much for your time 🙂

[karstenkoehler · Accepted solution]

Hi @DAzevedo,

Here's how I would approach this: Navigate to Menu > Reports > Reports > Create report > Single objects > Companies and set up Filters and the Visualization tab as shown below:

(Adjust the date range to your liking. Depending on when you set the start for the date range, that's the point from which on you'll be able to analyze the 'evolution'.)

If you want to analyze the evolution (data over time), you would choose a cumulative visualization on a line chart. That means that you can't further break down this report by Lead status, for example.

You can however filter this report for different lead statuses and create various filtered versions of this report.

Let me know if you have any follow-up questions!