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Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
Pipeline "Roll" Reporting
Has anyone put together a report that helps detail how/why the sales pipeline "moves" from month to month? Things like creating new Opportunities/Quotes/Sales Orders. So far I haven't had any success due to the fact the dollar value of Opps/Quotes can change over time, and pulling from the System Notes is clunky at best.
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