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JFA Production Penetration Reporting
I'm interested in setting up Opportunity fields and creating a report to demonstrate product penetration.
Namely, many organizations sell multiple products via one or more Opportunities with a company. Ideally, organizations would like to sell all of their products to every customer, but obviously that doesn't happen in reality. So executives are interested in product penetration reporting, namely what % of the organization's products are being successfully sold to each customer.
I can't readily think of a way to implement a list of products in Opportunity custom fields so users can log all products sold in a Opportunity, while still faciliating the desired product penetration report. Whether I implement products as individual checkboxes or as one multi-picklist, an Opportunity Report won't sum the amount of checked product fields or mutli-picklist selections so I can calculate product penetration.
Any ideas?
Cheers,
-Jason
Namely, many organizations sell multiple products via one or more Opportunities with a company. Ideally, organizations would like to sell all of their products to every customer, but obviously that doesn't happen in reality. So executives are interested in product penetration reporting, namely what % of the organization's products are being successfully sold to each customer.
I can't readily think of a way to implement a list of products in Opportunity custom fields so users can log all products sold in a Opportunity, while still faciliating the desired product penetration report. Whether I implement products as individual checkboxes or as one multi-picklist, an Opportunity Report won't sum the amount of checked product fields or mutli-picklist selections so I can calculate product penetration.
Any ideas?
Cheers,
-Jason
Hope this helps.
- Rick Greenwald
Developer Evangelist