How to display results set of multiple reports into a single report table
Our goal is to create a single report (or dashboard) that shows the "funnel" of object creations related to each campaign. The flow goes from Activity to Lead to Opportunity as well as multiple steps within each (ie. Unqualified Lead -> Qualified Lead, etc).
We currently have 3 separate reports in three different subject areas, each reporting the different metrics and we would like to combine the output into a single Unified report.
For example what we currently have is:
Activities:
Campaign Name # of Activities
Campaign A 12
Campaign B 26
Leads:
Campaign Name # of Leads # of Qualified Leads
Campaign A 10 4
Campaign B 20 18
Opportunities:
Campaign Name # of Opportunities # of Opps per Sales Stage ... # of Wins Closed Revenue
Campaign A 3 2 1 $1,000.00
Campaign B 10 8 3 $2,800.00
What we want to see is:
Combined:
Campaign Name - Campaign Cost - # of Activities - # of Leads - # of Qualified Leads - # of Opportunities - # of Opps per Sales Stage - # of Wins - Closed Revenue
Campaign A - $423.00 - 12 - 10 - 4 - 3 - 2 - 1 - $1,000.00
Campaign B - $ 1,000.00 - 26 - 20 - 18 - 10 - 8 - 3 - $2,800.00
We have tried using the "Combine with similar analysis" but the number of columns for each subject area differ. We also tried creating multiple UNION criteria (one for each column), but in the case of # of Opps per Sales Stage and Closed Revenue, those are not "Metrics" fields, so they won't combine.
Hi, You may have to create some dummy fields to equate the no. of field in each of the report matching the data type too and get a one single report using combined analytics and then using the resultant data you can create a simple pivot like below. Haven't tried it before
-- Venky CRMIT
Hi Venky,
I am facing the same problem. Can you please say Steps how to create resultant data and Combine in pivot Table .
Please Help me .
Thanks in Advance .
My mail id is :
[email protected]
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