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.

Against a deal I can report the total deal value, which is a combination of the product/s unit price and setup fee.I want to report on just the unit price or setup fee while using a date dimension from a deal. I’ve tried with a custom metric where I subtract the setup fee from the deal value to get the unit price, however when using the metric I am presented with only a created at/updated at date dimension. I want to use a date dimension from the deal. Have already tried custom attributes too without luck.It seems the unit price and setup fee are within the Deal Lines Items module.Happy to use custom fields on the deal but can’t seem to get to the Deal Lines Items into a formula in a deal.Slowly running out of ideas.Ideal scenario. A report that has deal closed date, by month, showing the values of the unit price and setup fee separately.Any help/ideas would be appreciated.

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.  

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