Preview #2 – Powerful New Features to Manage Your Sales Pipeline
In the last blog post, we previewed adding custom fields to your deals page giving you new power to your sales pipeline. Today, we are previewing the ability to create custom reports so you leverage the new power of your deal custom fields.
You will now be able to build and save your own custom report based on your deal data. In the example below, I added several new fields to my deals page:
- Product Interest
- Delivery Date
- Services $
- Forecast $
With the custom reporting feature, you can build a report with up to 10
fields from the standard deal fields as well as your custom fields.
You can have the columns in any order, and you can filter on any
combination of the fields.
So, let’s say you wanted to create a report to see all of your deals for a specific product or service, or a within a specific industry, or a specific region, or any combination, you would be able to do that with our new custom reports feature.