06-12-2019 09:15 AM - edited 06-12-2019 09:19 AM
I just ran a "opportunities by record manager" report. All Users, Closed Wins, Custom Period (1/1/19-6/30/19). When I read the report, the weighted total numbers are not always the same as the Total numbers. Most are the same. Some are under and some are over the weighted total. When I review the 2019 Closed Opportunities, they are all:
Process: ACT! Sales Process
Stage: Sales Fulfilment
When I go to an individual opportunity, the Weighted Total always matches the Total and on all Closed-Won opportunities. Then why are there any inconsistencies in the Weighted Total and Total numbers?
My goal is to quickly get a report of total Closed Sales value for a specific period of time and it doesn't seem as easy as before.
Act! Premium Version 22.214.171.124, Update 2
06-14-2019 12:27 PM
06-14-2019 12:34 PM
Thanks for the suggestion but as I noted in my posting, the Probability is 100% for all of the transactions matching the query.