Intra-period Report - Intra - period deals on Overtime pivot

Currently the "By Employee" pivot provides the number of intra-period deals, however we need to see them by quarter, for board reporting purposes. 

Including that information on the Over Time pivot would eliminate additional manual work in board reporting preparation.

 

 

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  • Thanks for posting, Bobbi-Jo! I can certainly see how this would be helpful.

    One workaround I would suggest in the meantime is: use the Bookings Over Time report with the date picker focused on a specific quarter. You can then filter the report by 'Opportunity Created Date' with the appropriate months selected to match the quarter you're looking at. You'll only be able to look at one quarter at a time, but this will show you the number of deals that were closed that quarter from opportunities created in that quarter. 

    Let me know if you have any further thoughts or questions!

     

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