Let's Reconnect, thank you for making 2022 our best year yet.

Look Back
Reporting by Sales Reps for their Accounts and the activity in their accounts — Cloud Customer Connect
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Reporting by Sales Reps for their Accounts and the activity in their accounts

Accepted answer
46
Views
6
Comments

Summary:

I am looking for a report that would enable the Sales Manager to drill into a Sales Rep, then see a summary of their accounts, then select on an account and see a summary of the activities, opps, etc. for that account. It would also be nice to see a heat chart at the Sales Rep/then Account level if possible

Content (required):


Version (include the version you are using, if applicable):


Code Snippet (add any code snippets that support your topic, if applicable):

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!