1

My CEO wants to view aggregated data, of such:

Assuming today we have 1000 New 500 In confirmation process 40 confirmed 10 converted

He wants to see the data in an aggregated display: (something like - who's been in that stage)

Total:

  • 1550 New
  • 550 ICP
  • 40 Confirmed
  • 10 converted

How can I achieve that?

  • 2
    sounds like you want to create a report and use bucketing if he just wants the numbers. If he wants to see "who", but grouped, then you'd need a summary report. – crmprogdev Jul 6 '14 at 13:22
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You can try using BI (Business intelligence system ) to pick these data in aggregated format.

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