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

Chris Chalmers
Chris Chalmers Posts: 1
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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 :)