Hello all, I'm trying to get some help with setting up some insight reports. Any experts able to hel

Chris Chalmers
Chris Chalmers Member Posts: 1 VERIFIED MEMBER
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edited May 2022 in Sales CRM #1

I want a report on my dash board that allocates VALUE to every ORGANISATION i've ever closed a deal on. I.e, at a glance, WHO are my biggest clients, in order of VALUE? I.e, who has paid us the most, and who the least. Would appreciate any help, thank you. I can't work out these rules :)

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,603 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers
    edited August 2021 #2

    @Chris Chalmers - you can't report on person/organization level yet. You have to set this up externally, perhaps using Tableau + Google Sheets.

  • Noreen Dunn Gottfried
    Noreen Dunn Gottfried Member Posts: 1 VERIFIED MEMBER
    edited August 2021 #3

    I would  to be able to see deleted deals. I have won, lost, open but not deleted. This is in the filters, but not insights.

     

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