To have the same filters of "Deals" in "Reports", especially in Revenue Forecast

Alessandro Vetrano
Alessandro Vetrano Posts: 5
Second Anniversary Photogenic
edited July 2022 in Ideas and Product Feedback #1

It could be very useful to have the possibility to  filter in "Reports" in the same way we can filter in "Deals". For example, for us is very important to filter for "country, stage, status and so on". 

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  • Mike van der Valk
    Mike van der Valk Posts: 4,052 PRODUCT MANAGER
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    edited April 2022 #2

    Hi @Alessandro Vetrano 

    Later this year we plan to move the Forecast reports to our new insights feature as well. Once this has been moved over you can use these filters in the forecast reports as well. 

    Currently you can partially view what you want already in the insights reporting feature. You can for example report by expected closed date.

    Thanks for sharing!

  • Wybe Smit
    Wybe Smit Posts: 5
    edited February 2022 #3

    Hi, is there any update on this? We would like to have it as well. Thanks!

  • Mike van der Valk
    Mike van der Valk Posts: 4,052 PRODUCT MANAGER
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    edited December 2020 #4
    Wybe Smit said:

    Hi, is there any update on this? We would like to have it as well. Thanks!

    Hi @Wybe Smit 

    Filtering is possible in the insights feature. Only professional plan and up though can filter on custom fields. All other fields can be used by all plans. You can read more about it here.

  • Wybe Smit
    Wybe Smit Posts: 5
    edited December 2020 #5
    Wybe Smit said:

    Hi, is there any update on this? We would like to have it as well. Thanks!

    Hi, But how to filter in Insights for instance on deals per Country? Or deals per owner?

    Thanks!

  • Mike van der Valk
    Mike van der Valk Posts: 4,052 PRODUCT MANAGER
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    edited December 2020 #6
    Wybe Smit said:

    Hi, is there any update on this? We would like to have it as well. Thanks!

    Hi @Wybe Smit 

    The info can be filtered on default fields or based on custom fields. Check for example this quick video.

    You see I can filter for deal owner, but since I don't have a deal address field I can't filter for it. I'd have to add this custom fields for deals so I can use it and filter for it. 

  • Wybe Smit
    Wybe Smit Posts: 5
    edited December 2020 #7
    Wybe Smit said:

    Hi, is there any update on this? We would like to have it as well. Thanks!

    Hi, Why isn't it gathering the info from the Organization linked to the deal?

    How to get reports for multiple countries in 1 view?

  • Mike van der Valk
    Mike van der Valk Posts: 4,052 PRODUCT MANAGER
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    edited December 2020 #8
    Wybe Smit said:

    Hi, is there any update on this? We would like to have it as well. Thanks!

    What kind of information would you like to see @Wybe Smit ?

    Regarding multiple countries. I just realised we can't yet report on address type of custom fields. I've just passed on this request to our team.

    For now you can use a single- or multiple option type of custom field that you can add the country to that a deal falls in. You can then for example set filters like... country - is any of - and then select the countries you want to include.

  • Wybe Smit
    Wybe Smit Posts: 5
    edited December 2020 #9
    Wybe Smit said:

    Hi, is there any update on this? We would like to have it as well. Thanks!

    Hi,

    I want to make different reports based on for instace country of the deal. Deal-country determined by Customer base (Organization).

    Adding a custom field needs also users to add this info each time we create a deal. If you do not fill it, it will not be taken in account. (With link to Organization, this is not happening)

     

  • Mike van der Valk
    Mike van der Valk Posts: 4,052 PRODUCT MANAGER
    2500 Comments 100 Likes Third Anniversary 5 Answers
    edited December 2020 #10
    Wybe Smit said:

    Hi, is there any update on this? We would like to have it as well. Thanks!

    Hi @Wybe Smit makes sense thanks. Currently this can only be done with a custom field unfortunately. However, our team has plans to give better insights on contacts and organizations in your portfolio. I'll pass on your suggestion to them as well for future updates.

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