Reference Creating a Report to get started. 😁
Opportunity reports are an advanced reporting feature offered in our Connector Tier. If you are on a free plan (Explorer) and would like to access Pipeline Mapping with Opportunity reports, simply visit your billing page and upgrade.
Check out the video below to learn more:
Users on the Connector Tier or higher (with a CRM connected) can add opportunity columns to a report when there is a shared population on either “side”.
The "sides" are your own populations or partner populations. This means that to add partner opportunity data to your report, there can only be one partner and one population in the report. Screenshot below showing CrowdBlossom's Open Opportunities (me) compared to Surfzer's Open Opportunities (my partner) population:
However, to view your own data, you can have as many partners and populations in the report, you just need 1 of your own populations. Examples:
Crowdblossom has 1 population and Audaya has 3 populations: I can add opportunity data for Crowdblossom.
Crowdblossom has 5 populations and Audaya has 1 population: I can add opportunity data for Audaya.
Crowdblossom has 1 population and Audaya has 1 population: I can add opportunity data for both Crowdblossom and Audaya.
Crowdblossom has 1 population and Audaya has 2 populations and Asaas has 3 populations: I can add opportunity data for Crowdblossom.
We recommend configuring the following columns into your Opportunity Reports:
Amount - View the individual dollar value of each opportunity
Total Amount - To help you prioritize accounts for co-selling, see the full value of all opportunities for an account. Sort this column to see the highest value accounts to prioritize for co-selling.
Sales Stage - Identify which partners can share intel to help you navigate early-stage deals or help move stalled deals forward.