Hi,
There seems to be a strange bug wherein when I run a custom report for Potentials it multiplies the amount of the Potential by the number of Stages I've tracked the Potential through.
For example, if I have a Potential that closed at $10,000 and I tracked it through seven Stages, it will tell me the total for that amount is $70,000.
My settings for this report are as follows:
Report Type: Summary
Columns: Potential Name, Amount, Quarter (custom field)
Grouping: Quarter>Ascending, Potential Name>Ascending
Columns to Total: Potential - Amount Sum
Criteria: Advance Filters: Stage Is Closed Won
How can I fix this so the report doesn't multiple the Amount by the number of stages in Stage History?
Thanks!
Jim