Alice Hynam

When viewing deals in tabular view and including a column for products I can see which have multiple products assigned and the total deal value.  It would be great if there was an option to filter out the products to the deal.  If for example I filter to view only one product, the deal value will remain that of the total deal value not of the product alone.  

When I am reporting I am currently needing to manually separate out the costs for each product (in line with our product KPI reporting) which makes this timely and open to error.  I guess a solution would be to add separate deals for each product but then that defeats the object of a deal being one larger value made up of multiple products.

Am i missing something or is there another way to view and report this?  Ideally there would be an option to filter out deals with multiple products in the Deals view (similar to expanding a pivot table) so I can report in one go but I may be pushing it!

Additionally, I realise the deal value in the tabular view is the manually entered value in the deal set up not directly linked to the accumulation of the product values.  Maybe this is where the issue lies?

Hi, is there an option to view the deals in table view but separating out any deals with multiple products assigned?  My aim is to view the deals with their individual product values, not as a whole.

Thanks, Alice

Hi - Is there a way to set company goals rather than individual goals that total a company/team goal?