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Customer experience | Sales, Customer Insights,...
Answered

How to create customized sales report in CRM

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ReportReport
Posted on by 12

Hi Expert,

Currently our monthly sales report is being prepare in excel by sales people. 

Sales report include the columns : Target ($) , Target (Deal), Actual ($), Actual(Deal), Variance 

Rows: Net New, Cross Sell, Upsell, Projects, Renewal and Collections. 

I already have amount for related rows excepts for collections. 

To get data for columns, I used goal for both amount and deal. 

The problem I encounter is I have to create two goals for amount and deal due to goal metric. 

Since there are two goals, by using report wizard, it is showing separately for each goal instead. 

Actually, we want them to see columns by columns together.

How could I do that to meet our requirement? Is there a way to play around report wizard or goal? 

Best Regards,

Sweety

I have the same question (0)
  • Verified answer
    LuHao Profile Picture
    40,892 on at

    Hi Sweety,

    It is not possible to use the report wizard, you have to create SSRS or integrate Power Bi reports.

    Please refer to readyxrm.blog/.../

    www.inogic.com/.../

  • Verified answer
    sdfasdf Profile Picture
    842 on at

    Hello,

    Unfortunately, I don't think it will be possible to do that with the Report Wizard. You might to consider using a custom SSRS report -- docs.microsoft.com/.../customize-organize-reports

    Another option would be to use PowerBI.

  • Verified answer
    Pawar Pravin Profile Picture
    5,237 on at

    Hi,

    Since you want to achieve couple of things which is not possible by report wizard(oob way).

    You would try with ssrs report to achieve all above mentioned functionality.

    Please refer below URL for more info.

    pravinpawarweb.wordpress.com/.../

    pravinpawarweb.wordpress.com/.../

  • Verified answer
    LuHao Profile Picture
    40,892 on at

    Hi Sweety,

    If the issue was sovled, please click Yes under "Did this answer your question?" to close this thread.

    Thanks.

  • Yin Mon Pyone Profile Picture
    12 on at

    Yes

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