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CAusten
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Charlie Austen

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CAusten on March 20, 2023
Help creating these reports
Hi there, I'm trying to build reports in my dashboard based on these three reports. Any help or direction would be much appreciated. On another note, I'm trying to build into my sales pipeline board a default on each card showing the n read more
Reply Discussion CRM Deals Reports Sales Workflows
0 upvote
3 Replies
CAusten
Member
March 23, 2023
Hi Pam, Thanks for the response. Would you be able to send another chaser or possibly invite other experts to join the conversation? Warm reg...read more
CAusten on March 20, 2023
Help creating these reports
Hi there, I'm trying to build reports in my dashboard based on these three reports. Any help or direction would be much appreciated. On another note, I'm trying to build into my sales pipeline board a default on each card showing the n read more
Reply Discussion CRM Deals Reports Sales Workflows
0 upvote
3 Replies
CAusten
Member
March 23, 2023
Hi Pam, Thanks for the response. Would you be able to send another chaser or possibly invite other experts to join the conversation? Warm reg...read more
Solved
CAusten on February 22, 2023
Report showing weekly deal value in one stage of the pipeline by sales rep
Hi all, We have 3 sales reps and I want to create a report that shows the total deal value that each of them is producing at our proposal-issued stage each week. So that we can track that against deal value signed each week per sales rep. Any hel read more
Reply Discussion Analytics Tools Dashboards Deals Reports
0 upvote
5 Replies
CAusten
Member
February 23, 2023
I should never have doubted you. Thanks for your help my friend.
Solved
CAusten on February 22, 2023
Report showing weekly deal value in one stage of the pipeline by sales rep
Hi all, We have 3 sales reps and I want to create a report that shows the total deal value that each of them is producing at our proposal-issued stage each week. So that we can track that against deal value signed each week per sales rep. Any hel read more
Reply Discussion Analytics Tools Dashboards Deals Reports
0 upvote
5 Replies
CAusten
Member
February 23, 2023
I should never have doubted you. Thanks for your help my friend.
Solved
CAusten on February 22, 2023
Report showing weekly deal value in one stage of the pipeline by sales rep
Hi all, We have 3 sales reps and I want to create a report that shows the total deal value that each of them is producing at our proposal-issued stage each week. So that we can track that against deal value signed each week per sales rep. Any hel read more
Reply Discussion Analytics Tools Dashboards Deals Reports
0 upvote
5 Replies
CAusten
Member
February 23, 2023
I should never have doubted you. Thanks for your help my friend.
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