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Discussions

How to create a search with Entity Status count?

Open 21 views 5 comments 0 points Most recent by Michelle Jabanes-Oracle May 25, 2023 10:07PMAsk A Guru
How to create a search with an expected close date and an actual close per week?

Open 11 views 4 comments 0 points Most recent by Michelle Jabanes-Oracle May 25, 2023 9:56PMAsk A Guru
How do I create a saved search with the count of expected close date changes?

Open 22 views 6 comments 0 points Most recent by User_NG5TG May 23, 2023 8:31AMAsk A Guru
Recurring revenue saved search

Open 21 views 3 comments 0 points Most recent by Dominica Sevilla-Oracle May 18, 2023 10:41PMAsk A Guru
How to create GP by Sales Rep?

Open 32 views 7 comments 0 points Most recent by Michelle Jabanes-Oracle May 15, 2023 8:35PMAsk A Guru
How to recreate Quota vs Forecast report in a Saved Search?

Open 22 views 4 comments 0 points Most recent by Michelle Jabanes-Oracle May 8, 2023 1:45PMAsk A Guru
How to create a Saved search to show Opps where Projected Total lower than Est. Extended Cost?

Accepted Answer 31 views 3 comments 0 points Most recent by Michelle Jabanes-Oracle Apr 25, 2023 11:22PMAsk A Guru
How to Exclude Certain Opp statuses from Transaction search to determine duration in current status?

Open 11 views 2 comments 0 points Most recent by Michelle Jabanes-Oracle Mar 16, 2023 1:44AMAsk A Guru
How do I pull the date at which an Opportunity is moved to the 'Proposal Issued' status?

61 views 18 comments 0 points Most recent by Michelle Jabanes-Oracle Mar 8, 2023 2:16AMAsk A Guru
How to Highlight two related conditions in Saved Search?

Open 41 views 7 comments 0 points Most recent by Tafara Feb 21, 2023 7:52PMAsk A Guru
How to create an Opp report with Opportunity Status duration?

Open 31 views 3 comments 0 points Most recent by Michelle Jabanes-Oracle Feb 1, 2023 8:41PMAsk A Guru
In an Opp Report Filtered by Customer, how do I display the Customer field available in Criteria?

Accepted Answer 41 views 10 comments 0 points Most recent by Michelle Jabanes-Oracle Feb 1, 2023 1:43AMAsk A Guru
Can i do a Saved search to include Opportunity details, the Sales Order linked to this Opp?

Open 11 views 4 comments 0 points Most recent by Michelle Jabanes-Oracle Jan 17, 2023 1:43AMAsk A Guru
How do I populate the Revenue Stream Data in the Opportunity Report?

Open 41 views 6 comments 0 points Most recent by User_NG5TG Dec 1, 2022 9:18AMAsk A Guru
What is the formula that compares Expected Close Date & Actual Close Date in an Opportunity Search?

Accepted Answer 41 views 12 comments 0 points Most recent by Ivy Lopez-Oracle Nov 17, 2022 5:38PMGeneral

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