How to create a list of won deals by customer
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dwightbailey
Member Posts: 8
How do I create a list of sum total (£'s) of deals won by customer in specific time period?
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Answers
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I would suggest considering building a data pipeline using Coupler or Coefficient.
You can then visualize the data from Google Sheets using Tableau or Looker Studio, or even Google Sheets.
More about building a data pipeline for Pipedrive in this article.
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You can also use the list view and apply a filter for deals won over a period of time by a specific person or organization. The list view can show you the total value of the deals being shown.
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