Reports

AGerli
Member

Hello, 
How can I manually input a maximum capacity for each trainer on this report to show the % used per trainer? 

Total deals by trainer.png

0 Upvotes
1 Accepted solution
trevordjones
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Hi @AGerli 

 

I would use a goal for this.  Just go to Reporting > Goals and select "Deals Created" and follow the prompts to set your Goal as the maximum capacity of your trainer.

- Trevor
If my post solves your problem, please accept it as a solution.

 

Trevor Jones

Consultant II

Process Pro Consulting
mobilePhone
(207) 939-7689
emailAddress
tjones@processproconsulting.com
website
processproconsulting.com
address
Remote from Maine
linkedin

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1 Reply 1
trevordjones
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Hi @AGerli 

 

I would use a goal for this.  Just go to Reporting > Goals and select "Deals Created" and follow the prompts to set your Goal as the maximum capacity of your trainer.

- Trevor
If my post solves your problem, please accept it as a solution.

 

Trevor Jones

Consultant II

Process Pro Consulting
mobilePhone
(207) 939-7689
emailAddress
tjones@processproconsulting.com
website
processproconsulting.com
address
Remote from Maine
linkedin