Standard reports need ability to see the fields being used and edit as needed. For example, Historical Pipeline report is pulling Amount and Company Amount only instead of Annual Contract Value. I should be able to select which dollar field is being used on the pipeline report.
Would love to have this, or at least ability to recreate these reports in custom reporting. E.g. the "snapshot date" is not available as a property in custom reporting to recreate this historical view.
I'm looking to build a historical weighted pipeline report - any ideas would love to hear them!
I would love to be able to select "Weighted Value" and view our Sales Pipeline historically to see how our current pipeline compares to previous months etc.
Agreed! I have to create the weighted report in excel by taking all the values the Historical Snapshot gives me and multiply by the weight of the stage... it takes forever. It'd be great if we could choose the value for the report.
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