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Status Future consideration
Categories Ideas
Created by Matt Kalan
Created on Feb 6, 2024

Able to report on aggregates of linked Organization/Accounts without double counting

Who would benefit?

Field curators

What impact would it make?

Could rely on revenue impact of feedback

How should it work?

Should be able to pivot on feedback to aggregate the total spend of Organization (SFDC) Account linked to Opps without double counting

Because there can be multiple SFDC opps for the same Account linked to the same feedback item, today when we report on the spend on the Account (that might be linked multiple times via opps), there is no way to deduplicate the Account showing up multiple times so the spend is counted many times.

This would likely be a nice feature of reporting in general to be able to group (deduplicate) on a certain object to be able to aggregate its values

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  • Admin
    Kelly Sebes
    Feb 12, 2024

    @Guest I believe this should be possible today, depending on how the pivot report is configured. I've asked our support team to reach out to learn more about the report and provide assistance.

    3 replies