I am reaching out to see if anyone has a similar situation to mine and how they handle it. I am a manufacturers' representative for several different companies. I also have 4 distinctly different customer types. Right now I have 4 Pipelines broken out by each customer type and in each deal I have listed the "product line" that was sold by using a custom field.
I do not see a way to create custom sales reports based on my custom field "product line". Therefore, I don't know what my closing ratio is for a particular product, only a particular customer type. The only solution I can think of is for me to decide what is important to track; customer type or product line. Then change my pipelines accordingly or keep it as is.
Is there a work around I am not aware of?
If you have a similar situation how do you break out your pipelines?