Hi everyone,
I’m working on a CRMA dashboard and I’m looking for some advice on how to handle multiple Product Families on Opportunities.
An Opportunity can have several Products/Product Families, so our field can contain values like “Nutrition; Health; Botanicals”. This creates messy filter values in the dashboard.
However, I can’t exclude these Opportunities because I need all Opportunities for accurate reporting.
What would be the best approach here? Should I create a separate Opportunity × Product Family dataset, use boolean fields, or is there a better CRMA solution?
Thanks in advance for any advice!
#CRM Analytics #Salesforce Admin
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