Profil

Paul_bickley1
Participant
Membre depuis ‎sept. 7, 2021
Envoyer un message
  • Solutions
    0
  • Réponses
    3
  • Mentions J'aime ajoutées
    7
  • Mentions J'aime obtenues
    4
  • Idées
    0

À propos

Veuillez vous connecter ou créer un compte gratuit pour consulter les profils des utilisateurs.

Amis

    La liste d'amis est vide

Paul Bickley

L'utilisateur n'a pas encore rédigé de biographie. Vous pouvez modifier votre profil ici.

Activité

Résolues
Paul_bickley1 le Novembre 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 Lire la suite
Répondre Discussion Enterprise
0 Mention J'aime
1 Réponse
Frank le Janvier 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 Lire la suite
Répondre Idée Contacts & Companies
512 Mentions J'aime
177 Réponses
Paul_bickley1
Participant
Novembre 10, 2021
Please, I need to surface data that "is not" "period of time" or "date range"
Résolues
sklein le Avril 08, 2019
Win Rate reporting
How can I create a report for win rate? Calculation is pretty simple, total won($)/(total won($)+total lost ($)) but primarily I'm not sure how to add the calculated field? Thanks so much
Répondre Discussion Sales Dashboard
6 Mentions J'aime
14 Réponses
Paul_bickley1
Participant
Novembre 08, 2021
yeah, guess that's their bandaid for now. Seems such a simple metric to calculate given it's all there.
Résolues
sklein le Avril 08, 2019
Win Rate reporting
How can I create a report for win rate? Calculation is pretty simple, total won($)/(total won($)+total lost ($)) but primarily I'm not sure how to add the calculated field? Thanks so much
Répondre Discussion Sales Dashboard
6 Mentions J'aime
14 Réponses
Paul_bickley1
Participant
Novembre 08, 2021
yeah, guess that's their bandaid for now. Seems such a simple metric to calculate given it's all there.
lleemis le Avril 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.
Répondre Idée Sales Reporting Tasks
213 Mentions J'aime
67 Réponses
Paul_bickley1
Participant
Octobre 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...Lire la suite
Résolues
sklein le Avril 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
Répondre Discussion Sales Dashboard
6 Mentions J'aime
14 Réponses
Paul_bickley1
Participant
Novembre 08, 2021
yeah, guess that's their bandaid for now. Seems such a simple metric to calculate given it's all there.
Voir les derniers posts
Sauvegardez le contenu dans vos favoris pour accéder rapidement aux conversations les plus utiles.
Premiers pas
Faisons connaissance ! Pour commencer, parlez-nous plus en détail de vos centres d'intérêt.
Présentations

Abonnements

Entrer en contact avec d'autres membres de la communauté est le meilleur moyen d'en tirer le meilleur parti. Voici quelques personnes que vous pourriez contacter.
Badges de la communauté

Mes groupes

Rejoignez des groupes pour discuter avec des membres ayant les mêmes centres d'intérêt que vous. Découvrez les groupes les plus populaires actuellement ou
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.