Got a challenge on Pipeline Analysis. How would I get a This Week v Last Week pipeline comparison? I'm thinking of a torturous saved search approach.
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Jared McKenzie
02/10/2021, 7:21 AM
Replying for notification of the answer on this. We will be able to use this as well.
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blue
02/10/2021, 9:42 AM
Not sure what specific report you're looking at but I tried customizing the Pipeline by Status Summary and if you customize it and select the Weighted Total column, there is an option to set an alternate date range. You could put two Weighted Total columns and set the other column to Alternate Date Range = last week and Range Type = Relative to report date or something like that.
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Netsuite Tragic
02/10/2021, 10:46 AM
@blue thanks for that. Will give it a shot.
Netsuite Tragic
02/10/2021, 11:01 AM
@blue the Alternate Date range is available on some reports but not on the "Total Pipeline" reports I was hoping
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blue
02/10/2021, 11:14 AM
You're right that is weird. I looked it up and SA id 20729 has an official excuse..sigh
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Netsuite Tragic
02/10/2021, 11:37 AM
I'm thinking of writing the weekly totals to a custom table. for now I'll see what the team is demanding.