How to Manage opportunities and skewed reporting

(0) Share

Report

Posted on by Jen Bazan

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.