Need help ;-) How can i get reports over my consummers. For example i would like to know the volume

Florent_36660

 

Fabrizio Nicolosi_33821

You can do it in list view of deals and activate columns “Value” and “Organization” linked to deals.

Then export in excel and do the sum.

Otherway is creating a specific feature using api. Let me know if you need help.

Amit Sarda (AmitSarda.xyz)

You can add a custom field of Single Option type and update the field to reflect the customer's profession. Then under insights, you can create charts to show breakup of sales by profession.

As @Fabrizio Nicolosi - downloading the data and analyzing it in Excel or a BI tool like Tableau is also a great way to analyse this.

Fabrizio Nicolosi_33821

Amit Sarda said:

You can add a custom field of Single Option type and update the field to reflect the customer's profession. Then under insights, you can create charts to show breakup of sales by profession.

As @Fabrizio Nicolosi - downloading the data and analyzing it in Excel or a BI tool like Tableau is also a great way to analyse this.

Great suggest@Amit Sarda