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Filter by Territory in Sales - OTBI — Cloud Customer Connect
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Filter by Territory in Sales - OTBI

Received Response
edited Mar 19, 2020 6:33PM in Reporting & Analytics for Sales 2 comments


Hi all,

I have a couple of analysis for users with Sales Manager role. I need to add the "My Territory" filter to one of them and the filter "My Territory hierarchy" to the other. (the same function the have in the 'Record Set' of advanced search of the Opportunities landing page. Attached screenshot).

Do you know what that filter is like to add to the Analysis in OTBI? I can't find any standard report where I can copy it.

Thanks for the help!




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