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OBeagley
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Member since ‎Aug 18, 2022
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Olivia Beagley

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OBeagley on May 19, 2023
Reporting on deal tags
Hello. We have started tagging individual deals to help us categorise customer needs. I would like to be able to then create a report that shows the number of deals / revenue associated with these tags. I can't find a way to do this. Does anyone hav read more
Reply Discussion Reports
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OBeagley
Participant
March 06, 2023
Reply to Total pipeline by month
As seen here... This is a custom report. I need this and the one combined basically but can't work out why this one won't let me change the frequenc...read more
OBeagley
Participant
March 06, 2023
Reply to Total pipeline by month
Yes 100%. SQLs is one of the categories missing for example, and there are many SQLs created each month
OBeagley
Participant
March 06, 2023
Reply to Total pipeline by month
Thank you. I am now using the historical snapshots report which us great, but it is only including some pipeline stages. Do you know how I can includ...read more
OBeagley
Participant
March 06, 2023
Reply to Total pipeline by month
There isn't a specific date, it's just a combined sum of the entire pipeline in that month, so lets say in February, the report would show the total ...read more
OBeagley
Participant
March 06, 2023
Reply to Total pipeline by month
Hi Karsten, We would like to view the total value of the pipeline per month, as a stacked column. I.e. we would see a trend that the total value ...read more
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