We are new to CRM, and I have been tasked with working on reporting. We would
like to create a report that shows estimated revenue totals by Status Reason.
So we would see the sum of the estimated revenue for all opportunities that
are in the “Business to be Closed” stage, the sum for all in the “Business
Closed” stage, etc. I am guessing that I can take an Excel version of the
report and manipulate it, but there must be a cleaner way to do it, since one
week there may be 15 items in a particular stage, and next week only 3 items,
so where would we put the cell that sums the data?
As well, we want to have all of these status reasons on one report, so
having 5 reports for 5 stages probably wouldn't work either.
Thanks!
