Report on the products you have sold

A deal has one total, but it is made of lines: a product, a quantity, a price and often a discount. Offertrader is the data source that reports on those lines instead of the deal totals, so you can answer "how much of this product have we sold, and to whom".

1. 1Open Rapporter and start a new custom report as in Build a custom report.
2. 2Set the Datakälla to Offertrader. Every row is now one product line on one deal.
3. 3Add a condition with Lägg till villkor on Stage so that only won deals count. Without it the report totals everything you have ever quoted, which is a useful number but a different one.
4. 4Add a metric with Antal eller summa från data: sum of Line total for the money, sum of Quantity for how many units, or a plain count for how many times a product appeared on a quote.
5. 5Set Gruppera efter to Product name to get one row per product. Group by Customer name instead to see what one account has bought, or by Owner name for who sold what.
6. 6Choose Tabell to read it as a list, or a bar chart to compare products at a glance.

Line total is the discounted total, Gross total is before the discount, and Discount amount is the difference. That is the same arithmetic your offer document prints, so a report and a quote will never disagree about what a line was worth.

Every line carries its deal's details, so you can filter on close date, stage, owner, customer or the deal's own name without leaving the report. Set the date field to Close date when you want "sold in this period" rather than "quoted in this period".

Recurring and one-off lines are both here, told apart by Line type. A subscription line's Line total is the amount for one billing period, not the value of the whole agreement, so add a condition on Line type when you are totalling one or the other.

A product that was typed in by hand has a name but no product link. Report on Product name and you see everything; report on Product id and you only see lines picked from your product list. Product name is almost always the one you want.