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A subject area combining information from Sales and Projects/Contract
Morgane Derycke
Rank 1 - Community Starter
Description
We need a subject area combining information that are only in Sales (like industry, territory, owner, region, number of employees...) with information from Project and Contract (products and revenues).
Use Case and Business Need
We want our sales team to easily be able to make customers analysis depending of revenues and products. For example, the division of our revenues by industry or number of employees (size of our customer). Or which product is sold to which type of customer.
Merging subject areas can be complicated and the risk of error while doing it is high.
The type of analysis vary greatly and we can't create a custom report to fit all needs without it becoming enormous and really impractical to work with.
Original Idea Number: 477e9e723e
1