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Reports split by product types

Pierre Becher
Posts: 1
Hi,
sorry I'm a bit lost with the new reporting layout, so I would be more than happy if someone here could help out?
I need to create a report that shows me the sold products of won deals split up by products and their variations for a particular period in the future. How can this be st up?
I need this for a forecast. So for example I sell 3 different products with 3 different variations each. Now I like to see how many products of which variations I have already sold for Q1 2021, so I can make a forecast for procurement.
Thank you very much for your help!
Pierre
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Comments
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Hi @Pierre Becher ! Hope this helps:
- Start creating a new report and choose Deal -> Performance
- Add filter: Won time is This year (apply also other filters is needed (Pipeline, Owner...))
- Choose Number of product or Product value in Measure by dropdown
- Choose Won time in View by dropdown
- Choose Product in Segment by dropdown
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