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 Leer más

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 Leer más

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

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

Ability to create a report for "Overdue Tasks" to match exactly what you see in the task dashboard.

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