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MC-DragnierMC-Dragnier 

Trying to Build A Report Based on Sales Pipeline Performance

We use a particlar pipeline methodology at my company that a rep should have 3X his monthly quota in his 30 day pipeline and 9X their quota in their 90+ day pipeline.

 

I'm trying to build a report that will then support a dashboard that ultimately looks like this:

 

Example

 

I fully get how to set the breakpoints, etc so we get it color coded how we want after it is set, but where I am running into trouble is the report that would support this as a single dash.

 

I can't figure out how to get one report to give me a sum of their pipeline for all opportunities with close date less than or equal to 30 days and then another column that sums their greater than or equal to 90 days opportunities.

 

If I can help explain this any further please let me know.

 

 

Thanks for any assistance.