Create an Organization Report
chris wenning
Member Posts: 2 NEW MEMBER
I'd like to create a separate report or database of total companies with less than $1m in sales , can someone help me with how I can parse this data? Thanks
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Answers
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Hello @chris wenning,
We can use the Deal Performance report to attain an overview of all organisations that match the criteria. You can use filter conditions like Deal Organisation is not empty, deal value is less than or equal to X, and deal status is won.
Then, you will be able to adjust the view by and measure by parameters to Organisation and Deal Value, respectively. The summary section will also give you an overview of all the deals. Here is an example of a report:
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