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  • 3 Topics
  • 17 Replies
3 Topics
LorneH
Contributor
LorneHContributor
asked in Analytics
Performing calculations in FreshSales Analytics

In FreshSales I know it is possible to perform basic calculations and produce a calculated field but was hoping to do this only in reporting rather than clogging up the field list.I’m looking to get a % of quote value converted purchase value/ quote value a a percentage but I can’t figure out how to do this in Analytics without the additional field added in the Deal module.

1326
Rylan7232
21 days ago
C
Apprentice
charlie_wApprentice
asked in Analytics
Table in report (tabular format /

I’m new to FreshSales and want to create a report which shows the data underlying a chart so I can export it. I’ve searched the forum topics and it looks as though I’d need to use tabular format or view underlying data. However, my Analytics report doesn’t have the show / hide underlying data option. For this report, the objective is to show a table of clients, relationship owner, and stage of the relationship, but I don’t have show/hide underlying on any reports. How can I create a report with a data table?I’m using the browser-based version with enterprise annual license.  

4655
Aishwarya Parthasarathi
Top Contributor
2 years ago
A
Apprentice
Alvin NgApprentice
asked in Analytics
Daily Sales Activities Summary Report

Hey Refresh Community, Just wanted to check in and see if anyone has created a daily sales activity report? It should serve as a summary of a salesperson daily engagement.Current manual report table includes the following: Date Company (Account) Person / Designation (Contact) Discussion (Notes?) Potential

2746
A
Apprentice
2 years ago

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