Tracking Value of Product Lines

Jim Poggemeyer

We have three product lines that we track in PD.  We need to be able to track those totals by stage and as a total amount.  Currently it seems that there is no way to do this.

Boris Tsibelman

Potentially utilizing multiple pipelines? 

Jim Poggemeyer

Boris Tsibelman said:

Potentially utilizing multiple pipelines? 

I would rather not do that.  That would likely cause duplicate efforts. 

Inês Batata

Boris Tsibelman said:

Potentially utilizing multiple pipelines? 

Hi @Jim Poggemeyer !

You can use some of our classic Reports to track deals by product (see Reports: Sales Performance and Reports: Pipeline Performance) but they won't break it down by stage. 

I agree with @Boris Tsibelman that creating separate pipelines would be the most efficient solution, especially as you can simply transfer the deals from the current pipeline to the new one, no need to create new deals.