web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Unanswered

How to Manage opportunities and skewed reporting

(0) ShareShare
ReportReport
Posted on by 30

Our Sales Managers are entering Multiple projects under one opportunity and it is skewing volume results. Our reporting pulls from the Opportunity level and not sample/cost level. 

If multiple items that could go live are put under the same Opp it will not capture the volume of the other Items at the sample/cost level. For example we have an opportunity for a Bulk products with 30,000lbs attached to it, but under the sample requests under that opportunity they put PC items so reporting will be wrong if multiple items go live. Essentially there are too many sample request series under one opportunity and it's done to avoid the sample request nightmare. help! I don't know how to fix this.

I have the same question (0)

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 170 Super User 2025 Season 2

#2
#ManoVerse Profile Picture

#ManoVerse 61

#3
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 52 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans