I would simply like a way to report on who and when someone created a deal. I would like to see a graph or chart that can be refined by month, deal type, and deal creator. This would make reporting and managing the progress of business development reps astronomically easier. PLEASE ADD THIS
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Hello we already report on this by creating a mandatory field called 'Created By' that the rep has to select when creting the deal. Once we have this we can simply use this as the primary source for all our deal dashboards - does this make sense?
This is still needed. You can't create a custom report and pull in the name of who created a Deal. There is a Sales Analytics report/board, but it's not accurate and we would like to build a custom report that shows which user created the deal.
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