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SuiteAnalytics - Opportunity Pipeline Workbook

edited Jun 2, 2025 2:29PM in Ask A Guru 5 comments

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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