Opportunity
Discussion List
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Reporting on NotesSummary How can we report on notes created in Sales Cloud?Content Is it possible to report on the notes created against an opportunity or an account? Example attached Th…Cyrille Saulnier-Oracle 37 views 2 comments 1 point Most recent by Priscila Terazawa - Support-Oracle Reporting & Analytics for Sales -
Opportunity Sales Stage NameSummary How to retreive previous "Sales Stage Names"?Content Hello, I have a requirement in which I need to highlight all "Sales Stage Names" that have been assigned to …User_2025-02-04-17-55-40-189 40 views 6 comments 0 points Most recent by User_2025-02-04-17-55-40-189 Reporting & Analytics for Sales -
Report sent by emailSummary The links to the opportunity is not working on the email users receiveContent Hi We have created an agent to send users with a list of opportunities they need to…Cyrille Saulnier-Oracle 49 views 5 comments 1 point Most recent by Karina Ogata Reporting & Analytics for Sales
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Territory Hierarchy ReportSummary Report that shows the Territory hierarchy and associated employeeContent Hi Community, Please advise if there are any Territory Hierarchy Reports available and d…Kunal Daya-175386 100 views 2 comments 0 points Most recent by Kunal Daya-175386 Reporting & Analytics for Sales -
Future Dated ActivitiesSummary Show Opportunities with Future Dated Activities tied to themContent Hello, Our Sales Leaders require our Seller's to have at least one future dated activity on e…User_2025-01-22-20-09-02-352 50 views 1 comment 1 point Most recent by FPAES Reporting & Analytics for Sales
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Issues with Kanban reportSummary For some of the Sales users the Kanban report is not displayed corrcetlyContent Hi, We have implemented the Sales rep Kanban report to show the Sales stages for …Prakash Velamuri-143489 71 views 5 comments 1 point Most recent by Marius Stana Reporting & Analytics for Sales
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Issues with Kanban reportSummary For some of the Sales users the Kanban report is not displayed corrcetlyContent Hi, We have implemented the Sales rep Kanban report to show the Sales stages for …Prakash Velamuri-143489 50 views 0 comments 0 points Most recent by Prakash Velamuri-143489 Reporting & Analytics for Sales
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Automatical filtering a BI Report to the current Account selectedSummary Automatical filtering a BI Report to the current Account selectedContent Hi Community, i need your help please on a BI-Reporting subject within Sales Cloud R13-1… -
Formulas aren't workingSummary Trying to do math to create a custom metric and formulas aren't working.Content Hello, I'm trying to calculate the percentage of future dated activities on an op…User_2025-01-22-20-09-02-352 37 views 2 comments 1 point Most recent by User_2025-01-22-20-09-02-352 Reporting & Analytics for Sales
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Showing null values as "Blank"Summary How do I show null values with the word "Blank" or "NA" or something similar?Content Hello, In the Product Dimension for 'Product Name', we have some blanks due …User_2025-01-22-20-09-02-352 59 views 2 comments 3 points Most recent by User_2025-01-22-20-09-02-352 Reporting & Analytics for Sales
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Meaning for Sales-CRM Pipeline fact "# of New Opportunities"Summary I am looking for the definition of "New" for the Sales-CRM Pipeline fact "# of New Opportunities".Content When pulling this Fact into my analysis today, I am see…User_2025-01-28-01-29-38-878 39 views 2 comments 2 points Most recent by User_2025-01-28-01-29-38-878 Reporting & Analytics for Sales
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Reporting on Opportunity RelationshipsSummary Are there OTBI subject areas that contain the opportunity relationship data?Content When setting up an opportunity in Sales Cloud, an opportunity to opportunity …User_2025-07-18-10-09-20-236 68 views 0 comments 2 points Most recent by User_2025-07-18-10-09-20-236 Reporting & Analytics for Sales
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Enabling Historical Snapshots - Does this cause performance issues?Summary Performance impact of enabling historical snapshots. Has anyone else encountered issues?Content Hello, Our company is currently exploring enabling historical sna…Mitch Ostrenga 52 views 1 comment 1 point Most recent by Hitesh Patel-26961 Reporting & Analytics for Sales
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Opportunity Owner LeaderSummary Need to know who the leader of the owner is on the opportunity (not always same as creator).Content Hello, I currently use the Employee ‘Name’ from the “Employee…User_2025-01-22-20-09-02-352 42 views 4 comments 2 points Most recent by User_2025-01-30-17-46-08-004 Reporting & Analytics for Sales