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SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Join us
SuiteAnalytics - Opportunity Pipeline Workbook
Hello,
I am trying to build an opportunity pipeline workbook. I want to see how many opps we have won or lost that were created this year. If they were won, I would like to be able to pull in the invoice amount of that sale and if lost I would like to show the loss reason.
For whatever reason I am having a hard time pulling this information. Especially the Lost Opps. Any suggestions?
Best regards,
Jennifer Trejo
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