We have a couple of amounts we use in Salesforce. What options do we have for reporting on them?
On any report in which each row in the table represents an individual opportunity, you’re able to add custom columns. So, if your additional values are stored directly in another field, you can add this information to any of these tables!
If you’re on the Enterprise Platform, you also have the option to add a secondary value to your portal entirely. That means you’re able to view certain reports using either of these values, allowing you to see your data through a different lens.
Do you have multiple values in Salesforce? Have you used these option to report on them before?