-
CPQ Approval Reports
Hi All......just rolling out CPQ and we have an approval Process that can have a workflow of up to 4 approval people depending on the level of discount. A salesperson can approve their own quote if its below a certain level of discount. What I want is a report that tells me how many quotes were approved that had to be approved higher than the sales person themselves. I can get a report that counts all of the Approvals but, for example, the count of 22 approvals is actually only 7 Quotes. I cant get a report to simply give me a count of 7!
Log In to reply.
Popular Salesforce Blogs
Why Businesses Outgrow Traditional CRM Systems and Need a Scalable Salesforce Strategy
Most CRM problems do not announce themselves. A sales team adds a spreadsheet to track quotes. Support builds a shared inbox because the case module…
Mastering Email Deliverability in Salesforce Marketing Cloud
In today’s world of digital marketing, an email's journey from your campaign to your subscriber's inbox is an important aspect that has a bearing on…
Popular Salesforce Videos
What are Apps and Tabs in Salesforce?
In this video, Shrey is not only teaching but also demonstrating to you "What are Apps and Tabs in Salesforce?" You will be learning: 1.…
Integrating a Node.js Application with Salesforce
Watch this video where we will explore how to integrate a Node.js web application with Salesforce using Heroku Connect and JSForce. You can work with…
How to Build an Offline Salesforce App, Part 1: Authenticate with Salesforce
This video tutorial will guide you through the following steps: * Integrating the Salesforce connector * Modifying the login screen and process * Authenticating with…