SComeau

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Sandy Comeau

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Solved

SComeau on December 17, 2024

Adjusting Actual Deal Value After Closed Won

Hello! Sometimes after we close a deal as Closed Won, we have to adjust the Deal value for one reason or another. Just looking for best practice on this and if anyone sees an issue with doing this. We do track the change via a Microsoft BI integra read more

Reply Discussion RevOps

1 upvote

3 Replies

SComeau

Top Contributor

December 12, 2024

Reply to Days in Pipeline??

Thanks for the suggestion, I checked and it only gives average time in each stage by rep. The Days to Close doesn't help since it truly takes the Clo...read more

SComeau

Top Contributor

December 12, 2024

Reply to Days in Pipeline??

Thanks, I knew we had that available but it isn't working for what I need. We need an easy way to determine how long a deal is in the pipeline. Even ...read more

Solved

SComeau on December 12, 2024

Days in Pipeline??

Hello, I need to report on how many days a deal is in the pipeline. Is there a field already created to report on that? Or can someone give me a simple formula? I would need "todays date"-Create Date but can't figure out how to do that. Any help a read more

Reply Discussion Enterprise

1 upvote

6 Replies

SComeau

Top Contributor

October 10, 2024

Reply to Static lists in campaign not showing attribution

I am having the same issue. I would think if we closed a Deal related to ANY asset on the campaign that it would measure it. What is the best way to ...read more

SComeau

Top Contributor

September 24, 2024

Reply to Campaign ROI/Deal Attribution

Thank you.. but this seems like a lot of work. How do most people handle deal attribution from a list of trade show attendees? When I try to create a...read more

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