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