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We resell products from multiple suppliers. So, on a single opportunity/quote, there might be multiple products from multiple suppliers. For example:
3 products from Supplier A (summing to $35,000)
2 products from Supplier B (summing to $10,000)
1 product from Supplier C ($22,000)
1 product from supplier A ($5,000)
1 product from supplier C ($22,000)
How can I create a view, chart, or report that shows just revenue by supplier?
For the example above, I would need 3 pipeline reports that might have columns like this:
Supplier A Pipeline view/report/whatever:
Opportunity 1 - $35,000
Opportunity 2 - $5,000
Supplier B Pipeline view/report/whatever:
Opportunity 1 - $10,000
Supplier C Pipeline view/report/whatever:
Opportunity 1 - $22,000
Opportunity 2 - $22,000
If your CRM is not an online version, you can use report to show this data because you can use transact sql flexibility and power to generate your queries.
You can use Business Intelligence Pack on Visual Studio to develop RDL reports.
but if you have online version it will be a few complicated because views, reports are based on FetchXML queries that are limited.
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