Lead & Opp Joint Report - Sales Performance?

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  • crmclients
    Senior Member
    • Jul 2020
    • 331

    #1

    Lead & Opp Joint Report - Sales Performance?

    My client would like this report to show the success of each Rep from Lead to Opp. They are trying to duplicate a report in another CRM that has a series of Lead and Rep Performance reports and metrics for the dashboard.

    I tried a Joint Grid report but it seams like you cannot have the Assigned and the Status/Stage Count in a joint report for both Lead and Opp

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    I end up with zeros although the individual reports are correct. I guess I am thinking it could like list the totals not actually have to calculate based on relation.

    Please confirm this setup is not supported and i need to produce outside of EspoCRM (using Cloud version)

    They also want to see progression Week to Week.

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  • victor
    Active Community Member
    • Aug 2022
    • 1172

    #2
    From official documentation:

    Grid reports selected for a Joint report must use either one grouping field or none.
    In one of your Grid reports, grouping is done by two fields.

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