Background:
The funnel in my pipeline report pulls from a custom "Reported Amount" field on each Opportunity which performs certain calculations based on information in Pledges (custom object).
On the Pipeline Report I need "Closed" to be the total of Closed Opportunity plus the total of Closed Pledges associated with Opporttunities in a Stage other than Closed.
I can make this work after exporting the report, but I would like the Closed portion of the Funnel chart to reflect the correct #.
1 resposta
Hi Shelby,
So on your funnel, you still want the funnels to show all the Stages but the Amount for Closed should be Closed Reported AUM + Closed Pledges Amount and if so thats not possible.
you can show the information of what you want on salesforce report or dashboard but that will not be in the form of a funnel chart.
you could show just the Closed Amount as Metric.
