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Tiff
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Mitglied seit ‎Feb 21, 2020
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Tiffany Kendall

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Aktivität

HelenPantel on März 23, 2023
Add possibility to report on meeting attendees
Currently we cannot select or reference meeting attendees in reporting. This would be a very important feature for reporting on sales activities. As several salespeople can attend the same meeting, we're currently unable to accurately report on Beitrag ansehen
Antworten Idee Sales Reporting
143 Likes
30 Antworten
Tiff
Teilnehmer/-in
April 18, 2024
This is becoming more and more vital. We also have sales specialists and we ideally need to track the meetings they attended and with whom so we can ...Beitrag ansehen
rjohnsonM3 on Mai 15, 2020
Contacts or Companies with no activity
Hey, all. I've been asked to create a report that shows either Contacts or Companies which have not had a call or meeting for 30/60/90 days. The problem I'm finding though is that the filters in the reports don't really support this. I can filter Beitrag ansehen
Antworten Diskussion Contact Analytics Sales Dashboard Sales Team Productivity
7 Likes
14 Antworten
Tiff
Teilnehmer/-in
Juni 17, 2021
I did add that filter @craigh but like you said I still have the issue of it not picking up the ones with no activity even if I put "or activity da...Beitrag ansehen
rjohnsonM3 on Mai 15, 2020
Contacts or Companies with no activity
Hey, all. I've been asked to create a report that shows either Contacts or Companies which have not had a call or meeting for 30/60/90 days. The problem I'm finding though is that the filters in the reports don't really support this. I can filter Beitrag ansehen
Antworten Diskussion Contact Analytics Sales Dashboard Sales Team Productivity
7 Likes
14 Antworten
Tiff
Teilnehmer/-in
Juni 17, 2021
I did add that filter @craigh but like you said I still have the issue of it not picking up the ones with no activity even if I put "or activity da...Beitrag ansehen
Gelöst
Sanjiiv on Januar 13, 2020
Previous deal stage
Hi, I'd like to create a report to show where deals were before they were marked as lost. E.g. 10 deals were marked as lost pre-trial, 5 were lost post-trial, etc. Is there any way to do this without having to click into each individual deal t Beitrag ansehen
Antworten Diskussion Revenue Analytics Sales Dashboard
4 Likes
12 Antworten
Tiff
Teilnehmer/-in
August 20, 2020
I sort of worked it out but it will only work once a deal moves into a non active deal stage. So I did a workflow that updated the Last deal Stage ...Beitrag ansehen
Gelöst
Sanjiiv on Januar 13, 2020
Previous deal stage
Hi, I'd like to create a report to show where deals were before they were marked as lost. E.g. 10 deals were marked as lost pre-trial, 5 were lost post-trial, etc. Is there any way to do this without having to click into each individual deal t Beitrag ansehen
Antworten Diskussion Revenue Analytics Sales Dashboard
4 Likes
12 Antworten
Tiff
Teilnehmer/-in
August 20, 2020
I sort of worked it out but it will only work once a deal moves into a non active deal stage. So I did a workflow that updated the Last deal Stage ...Beitrag ansehen
Tiff on August 14, 2020
Win loss reporting excluding losses from a particular stage
I am wanting to create a report on losses that excludes lost deals from a particular stage (in our case suspect). Whilst I can create the lost report I can't seem to exclude deals that came straight from that stage as we only appear to now have the Beitrag ansehen
Antworten Diskussion Sales Dashboard
0 Likes
1 Antwort
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