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Paul_bickley1
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Member since ‎Sep 7, 2021
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Paul Bickley

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Paul_bickley1 on November 11, 2021
Report needed: Deals stuck in pipeline stage longer than x days
Hi, I'm building a "Clean your room" dashboard. This is to enable my AE's to see what's untidy in their pipeline it also gives the team a better way to self manage their workflow. I want to create a report that displays any deals which are stu read more
Reply Discussion Enterprise
0 upvote
1 Reply
Frank on January 24, 2017
Filter using relative date values ("TODAY" etc.)
Hi there, we really need to run filters on dates using relative terms like "today", "yesterday" etc. -- Salesforce has this ability and it's extrememly useful: https://help.salesforce.com/articleView?id=custom_dates.htm Currently, if we want read more
Reply Idea Contacts & Companies
513 upvotes
178 Replies
Paul_bickley1
Participant
November 10, 2021
Please, I need to surface data that "is not" "period of time" or "date range"
Solved
sklein on April 08, 2019
Win Rate reporting
How can I create a report for win rate? Calculation is pretty simple, total won($)/(total won($)+total lost ($)) but primarily I'm not sure how to add the calculated field? Thanks so much
Reply Discussion Sales Dashboard
6 upvotes
14 Replies
Paul_bickley1
Participant
November 08, 2021
yeah, guess that's their bandaid for now. Seems such a simple metric to calculate given it's all there.
Solved
sklein on April 08, 2019
Win Rate reporting
How can I create a report for win rate? Calculation is pretty simple, total won($)/(total won($)+total lost ($)) but primarily I'm not sure how to add the calculated field? Thanks so much
Reply Discussion Sales Dashboard
6 upvotes
14 Replies
Paul_bickley1
Participant
November 08, 2021
yeah, guess that's their bandaid for now. Seems such a simple metric to calculate given it's all there.
lleemis on April 09, 2019
Overdue Tasks --- Adding Filter "By Due Date"
Ability to create a report for "Overdue Tasks" to match exactly what you see in the task dashboard.
Reply Idea Sales Reporting Tasks
213 upvotes
67 Replies
Paul_bickley1
Participant
October 06, 2021
A vital function that we need to surface to each rep in our team. It enables them to understands what's on their plate and what they've missed. Sales...read more
Solved
sklein on April 08, 2019
Win Rate reporting
How can I create a report for win rate? Calculation is pretty simple, total won($)/(total won($)+total lost ($)) but primarily I'm not sure how to add the calculated field? Thanks so much
Reply Discussion Sales Dashboard
6 upvotes
14 Replies
Paul_bickley1
Participant
November 08, 2021
yeah, guess that's their bandaid for now. Seems such a simple metric to calculate given it's all there.
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