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sklein
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Member since ‎Nov 30, 2018
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sklein
Participant
August 13, 2019
Reply to "New customer" report
How can I do this by COMPANY? Count of contacts works as designed but my org deals with multiple contacts from the same company, and I want to treat...read more
sklein
Participant
August 13, 2019
Reply to "New customer" report
It was grayed out but then I used the same report in IE and it worked fine. (Genuinely, I likely just need to restart Chrome b/c I never use IE). Th...read more
sklein
Participant
August 13, 2019
Reply to "New customer" report
This so helpful. Thank you as I didn't even know this field existed. Follow up question: I can't seem to use this field on a chart? Ideally, I...read more
Solved
sklein on August 12, 2019
"New customer" report
Can anyone think of a way to ONLY show the first deal won by a new customer, without creating a new field saying "first deal" or similar? I'm trying to figure out the logic to include only the first deal closed per customer in a chart.
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sklein
Participant
July 01, 2019
Reply to Using Win Probability to Forecast Revenue
The Deal Forecast widget doesn't appear to factor in the %? As an example: If I have 1 deal in Qualification stage (10%) for $100,000; 1 deal in P...read more
sklein
Participant
April 09, 2019
Reply to Win Rate reporting
Thank you! that "should"work but my company has to buy the option for calculated fields, based on what the site is saying. Meeting with Sales rep in ...read more
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