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CHaupt
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Member since ‎Jan 10, 2022
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Christine Haupt

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CHaupt on November 08, 2023
Report "Historical Snapshots" Pipeline Deals
Ich habe eine Frage zu dem Standard-Report " Historical Snapshots für die Sales Pipeline " aus dem Sales Analytics Tool. In der Description steht Folgendes: "Closed won or lost deal stages are always omitted. " --> also: "Closed Won" oder "C read more
Reply Discussion Enterprise
0 upvote
2 Replies
CHaupt
Participant
August 05, 2022
Reply to Endkunden mit Partner-Company verlinken
Danke für deine Antwort. Ich werde mich in das Thema mal einlesen!
Solved
CHaupt on August 04, 2022
Endkunden mit Partner-Company verlinken
Was ist der übliche Weg, um einen End-Kunden einer Partner-Company zuzuordnen? Über die Parent-/Child-Company Funktion? Oder gibt es für Partner und Partner-Tracks da noch einen anderen Best Practise?
Reply Discussion Enterprise
0 upvote
3 Replies
CHaupt
Participant
May 10, 2022
Reply to "Meeting-2-SQL"-Beziehung
@karstenkoehler Danke für den Vorschlag, das werde ich gleich mal ausprobieren. Ich habe auf Company-Ebene aber ein Property namens " Number of T...read more
Solved
CHaupt on May 09, 2022
"Meeting-2-SQL"-Beziehung
Eins vorweg: Wir messen die Anzahl unserer SQLs auf Company-Ebene und haben uns diesbezüglich ein Custom Property erstellt, in dem automatisch das SQL-Datum via Workflow gepflegt wird. Gibt es eine Möglichkeit, - die Anzahl der Meetings, Call read more
Reply Discussion Enterprise
0 upvote
4 Replies
CHaupt on March 28, 2022
Annual Recurring Revenue in the Forecast Tool (instead of Total Deal Amount)
Concerning the Forecast Tool We (=(Sales Team + C-Level) would like to be able to extend the selection of the reference values of the "Forecast Deal Amount". For us the total deal amount is made up of several individual sums - Annual R read more
Reply Idea Sales Reporting
23 upvotes
4 Replies
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