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Tiff
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コミュニティー参加日： ‎2 21, 2020
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自己紹介

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Tiffany Kendall

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アクティビティ

HelenPantel 3月 23日, 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 続きを読む
返信 アイデア Sales Reporting
143 いいね！
30 コメント
Tiff
参加者
4月 18日, 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 ...続きを読む
rjohnsonM3 5月 15日, 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 続きを読む
返信 ディスカッション Contact Analytics Sales Dashboard Sales Team Productivity
7 いいね！
14 コメント
Tiff
参加者
6月 17日, 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...続きを読む
rjohnsonM3 5月 15日, 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 続きを読む
返信 ディスカッション Contact Analytics Sales Dashboard Sales Team Productivity
7 いいね！
14 コメント
Tiff
参加者
6月 17日, 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...続きを読む
解決済み
Sanjiiv 1月 13日, 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 続きを読む
返信 ディスカッション Revenue Analytics Sales Dashboard
4 いいね！
12 コメント
Tiff
参加者
8月 20日, 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 ...続きを読む
解決済み
Sanjiiv 1月 13日, 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 続きを読む
返信 ディスカッション Revenue Analytics Sales Dashboard
4 いいね！
12 コメント
Tiff
参加者
8月 20日, 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 ...続きを読む
Tiff 8月 14日, 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 続きを読む
返信 ディスカッション Sales Dashboard
0 いいね！
1 コメント
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