I have a question on the report and dashboard. We have several sales reps and someone doesn't have the opportunity yet.
We want to create a report and dashboard to show the performance of all the sales reps. How to show all the sales rep list and count of opportunity on the report.
The issue is some of the sales rep doesn't have the opportunity yet, so it didn't show their name on the report, but the sales manager need to view all the reps at a glance on the report.
5 Antworten
Hi Kevin,
Also note to use the "Full Name" not the "Opportunity Owner: Full Name" in your report.
