CRM On Demand - Reports and Dashboards (MOSC)

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report summary: Need to show all stages even if no values exist

edited Mar 6, 2017 1:54AM in CRM On Demand - Reports and Dashboards (MOSC) 3 commentsAnswered

Hi, I'm trying to do a summary report for each business unit and the dollar amount of active opportunities they have per stage.  Similar to below:

Edm:

Stage 1     $57

Stage 2     $20

Stage 3     $0

Cgy:

Stage 1     $0

Stage 2     $15

Stage 3     $0

Instead it's appearing like:

Edm:

Stage 1     $57

Stage 2     $20

Cgy:

Stage 2     $15

Is there a way to show each stage per business unit and display zero dollars for the stages with no Opportunities? 

Additional information:

I'm using a pivot table.

I'm using 5 columns (Business Unit, Stage, Status, # of Opportunities, Contract Amount)

I can put Stage into the Columns section when creating the layout.  This shows all the stages even with a zero but it makes the report too wide and not easily readable (especially when I add the # of opps also).

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