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AdeVinck
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Member since ‎Jun 28, 2022
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Alicia de Vinck

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jrwthetreegroup on November 29, 2018
Required deal stages (so deals show in deal stage funnel report)
It would be good to be able to set required deal stages for a pipeline. For example; a pipeline for 'New business' (prosects that are not yet customers), it would be good to force the sales team to add a deal at the first stage then have to progress read more
Reply Idea Deals Sales Reporting
274 upvotes
98 Replies
AdeVinck
Member
May 12, 2023
Strongly agreed !
apetrini on March 05, 2019
Add an 'OR' option to Filters in Views Reports
When you use filters to create a contact, company or deal view - or when using filters in creating a custom report - there should be an option for OR instead of just AND like the list functionality on the marketing side. That way you can build repor read more
Reply Idea Sales Reporting
183 upvotes
36 Replies
AdeVinck
Member
March 14, 2023
Agreed, the "OR" condition is fundamental and should be added
JDiaz on February 22, 2022
Custom Report Builder - Allow "Compare Date Ranges"
In the "Single Object Report Builder" (URL with /report-builder/) you can easily "Compare Date Ranges" by clicking Display options>Comparison>Compared to last year : "Single Object Report Builder" allows Comparisons However, the new "C read more
Reply Idea Dashboards & Reports
10 upvotes
4 Replies
AdeVinck
Member
July 13, 2022
I would also have the comparison option available in the custom reports
steinarslatten on March 16, 2021
Allow "entered stage date" in Custom Report Builder
Hi, I'm missing the date property "entered stage date" from the Custom Report Builder. The new builder is great (and allows for dual Y-axis, one of the things I was really missing). Our sales process is very lengthy and we frequently report read more
Reply Idea Dashboards & Reports
131 upvotes
33 Replies
AdeVinck
Member
June 28, 2022
Totally agree ! I would also urgently need this feature, it is seriously too complicated to scale reporting for those very important and basic metric...read more
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