How to put your data in the spotlight, one report at a time.
- 71 Topics
- 190 Replies
Hello @Natalie from Copper and @Michelle from Copper I have a followup question. So I may need to change the information on the conversion report from “owner” to “team member” or even owners and team members. How do I change this to see the success of each team member? I have it set up as 1 user but 2 team members and may add more team members before I add more owners. I would like to see how the team member is doing on lead conversion (won/loss/abandon) but cant seem to see how to separate out the team member to view. The advice you gave to create a conversion report was excellent and easy to follow hoping this is just an “add” to that report or a 2nd report is fine too. Also, not sure if this is important, I have manager status and I have given my assistant just member status. Thank you, Kelly
Is it possible in Copper to build scenarios into reports? In senior management (and for our BoD) we want to look at possible sales outcomes based on a couple ok key variables? Secondly, we would like to see how accurate our forecasts are over time and adjust our assumptions (e.g. probability of close in any given stage) based on sales performance. Are either of these (or both) possible today within Copper?
Hello All, I have my system set up as “leads” (those I am trying to reach) and “people” (those I have reached and converted). I would like to create a report and I have 2 seats (users). For this report, I would like to have it show the conversion to people broken down to those that have been lost, won or abandoned for each seat. Since I have the professional version the person who was helping me said I should create an insight since the dashboard could only do this in the professional version. However, I really am not visualizing the best way to do this. TIA for the guidance!
I am trying to get all of the activities on People and Companies using custom reports. The instructions say that “Due to the script execution time limit of 6 mins from Google, this process may need multiple runs.” It tells you to check the last row on the second sheet. If it matches the last row on the third sheet you know it is complete. My last rows are not matching. But when I try to run the script again, I receive this error: “A sheet with the name "User Activities on Companies" already exists. Please enter another name.” How can I get it to run all of my activities?
Hi there, I have created a view to reflect the value of opportunity at each stage of my pipeline (with some additional filters). Unfortunately I have not been able to change the order of the bars. They should show in the order of my pipeline. This is an attribute used in the “view by” of the custom made report. The only sorting option I see is on the metrics (opportunity value in my case).This seems like a very basic reporting, I was hoping someone could help with this.Thanks,Chloe
When will the "Reports" start updating more than once a day? this should update as changes are made in Copper so you can see up to the second reports... I was told numerous times since we purchased copper 18 months ago, that this was something Copper was working on. Any idea when this will happen?I posted the same topic more than 5 months ago and the reports still only update once a day, if we are lucky. Last night at 10pm Copper said “Reports are updated as of yesterday”. This means the report that i’m looking at has old data.The last time I posted this I was told on January 18, 2022 “I’m following up internally on this. I’ll let you know as soon as I have more information.” but never heard back and have not seen any change.
Team - I am trying to get a handle on how flight revenue correctly in the pipeline feature. For example, if i close a deal that is to run revenue over a period of six months, I want revenue to reflect in each of these 6 months and not all in the month the deal closed. Is there a way to flight how the revenue gets recognized in the pipeline? Surely I am not the only one to have asked this question…..support BOT was not helpful. Thanks in advance.Holly
The support chat from copper has vanished, so i’ll ask this here. I don’t really understand the ‘legacy vs new’ reports, but… in ‘new reports’, none of the users can see them. Only the admin. Even the menu item is missing on the left edge.I click on the ‘share’ icon on a report, but only the admin user (plus some etl account @ gooddata) is present.so… how can my team use this feature? are reports only for the admin?Also, the performance is just awful on these new reports. Is there any improvement on the horizon? its quite hard to use a web interface that takes so long to load when you click.
We are trying to build an insight for all New Leads. We have it built by Lead Owner, Lead Source, Lead Status, Lead Converted and Lead Count. It will show us the converted numbers, but we want to know how many leads were generated be each owner during the time period, not only converted (qualified) leads. What am I missing to make it work?
Hi Copper Community, I’ve recently started using Copper and building reports based on report templates. However, activity related reports (e.g. Activity by User, Activity Touchpoints by Company /Person & Opportunity) do not seem to work. They always show “No data for your filter selection” although I’ve plenty of activities on companies and persons. I’ve tried adjusting data range to “all time” but it does not help. Can anyone help? Thanks!
Hello! I had initially used a multi-selection drop-down to record custom field of source… only to find out after the fact that it does not feed into Source for sales reporting - oops! Before going into edit 1 by 1 each Opp Card, can someone please confirm that this field, with my custom sources, will in fact feed into the Source Report? Due to the 24hour delay in syncing, I can’t see the field attributes in my report now, and I dont want to spend the day editing only to find out later it doesn't feed into the Source Report.Thank you so much!!Summary: Does the custom data in the highlighted field below, when used in Opp Pipeline, feed into Source Reports? It’s not “drop down” but the icon/legend is a Large dot with a smaller dot inside it.
I am looking for a way to show details about opportunities for open opps with close dates this quarter, and, importantly, have *the same view* of these details for everyone.What I know so far: if you look at the pipeline itself, create a filter for status = open and close date = current quarter, you get the right content. However, when you select and rearrange columns so that only the info you want is shown, and in the order you want it, that view applies only to you. The next person who selects that filter (if you’ve saved it as a public filter) sees the content but not the arrangement and editing of columns. I need everyone to see the same columns in the same order.Over in legacy reports, pipeline reports don’t allow a drill down with opportunity fields showing, it appears.In the new reports, I don’t see a way to filter by close date.Am I missing something? TIA
Our company uses copper to track leads for franchise opportunities as well as house contact information for existing franchise owners. We would like to run reports based on geographical location. What would be our steps to take in order to be able to use these orders for our internal use?
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