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Pipeline report includes sales stage RRS feed

  • Question

  •  

    Has anyone got an answer to this yet?

    Plain that MS did not test the reports before going live - or did so off a CRM 3.0 migrated database!

    Thursday, June 26, 2008 3:19 PM

Answers

  • Sales stage is not just a hangover from 3.0.  We and many of our customers use sales stage to classify their opportunities based on where they are in the sales process.

    If the default pipeline report doesn't work for you, create a new one.  You can use the report wizard, create a new one in SRS, or modify the existing report in SRS using visual studio.



    Tuesday, July 1, 2008 12:27 PM
    Moderator

All replies

  • Pardon me for being dense here...

     

    I don't understand your question.  Can you rephrase it please?

     

    Josh Behl

    Summit Group Software

    Saturday, June 28, 2008 6:41 PM
  • When you generate the pipeline report in CRM 4.0 it automatically includes a "Sales Stage" as the main filter parameters. Sales Stage is only a hangover from CRM 3.0 and has no business being on this report...

    Tuesday, July 1, 2008 10:59 AM
  • Sales stage is not just a hangover from 3.0.  We and many of our customers use sales stage to classify their opportunities based on where they are in the sales process.

    If the default pipeline report doesn't work for you, create a new one.  You can use the report wizard, create a new one in SRS, or modify the existing report in SRS using visual studio.



    Tuesday, July 1, 2008 12:27 PM
    Moderator