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Question

See Value of Deals Per Contact - Custom Report

  • August 6, 2026
  • 0 replies
  • 4 views

ptcconsultantsco

I’d like to be able to create a custom report showing the total value of deals (won, open and lost) by contact. However, in the contact dimensions, there are no fields that I could use to identify related deals. In the deals dimensions, there are no fields I could use to identify related contacts. Therefore, I cannot see how to create a custom report directly or how to merge two different reports. Can anyone help?