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A
Anonymous
March 26, 2013
Question

Opportunity amounts by Company Account Revenue Explorer

  • March 26, 2013
  • 1 reply
  • 545 views
We record opportunities in Salesforce under contacts for business accounts. 

How would you create a report that provided the Amounts of Won Opportunities for each company account we have usintg Revenue Explorer?
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1 reply

A
Anonymous
March 27, 2013

This will work if your Salesforce-Marketo mapping is set up appropriately.

  1. In RCE, create New Report of type "Opportunity Analysis"
  2. Add Measure "Opportunity Amount (Won)"
  3. Add Row "Company Name"
  4. Add Filter "Opportunity Won" = Yes
This report will show a list of all Companies with amount of opportunities won.  You may want to additionally filter the date to get a specific timeframe.
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