Custom Report Recipe: Deal ACV by Field Value

Create a report that highlights deal performance metrics by deal custom field.

Deal ACV by Field Value report

This recipe article demonstrates how to create a custom report that shows you deal performance metrics by the deal custom field. It includes the ability to filter by a specific pipeline, deal custom field value, or deal custom field name.

Take note

Custom reports are available on the Enterprise plan.

Ingredients

  • 3 Filters
    • Deals Custom Field Name
    • Deals Custom Field Value
    • Deals Pipeline
  • 2 Dimension
    • Deals Custom Field Name
    • Deals Custom Field Value
  • 1 Measure
    • Deals Total Value Open

Access Custom Reports

The custom reporting tool is located in the Reports section of your account. To access the reporting tool:

1. Click "Reports" on the left menu of your account.

2. Click "Custom Reports” in the "Reports" menu.

Build the Look

Create the three filters and two dimensions:

1. Click the “Deals” view to surface the nested dimensions and measures.

Deals view

2. Hover over the “Deal Custom Field Name” dimension then click the “Filter” button that appears.

3. Hover over the “Deal Custom Field Value” dimension then click the “Filter” button that appears.

4. Hover over the “Pipeline” dimension then click the “Filter” button that appears. This dimension is nested under "Forecasted Close Date."

5. Click “Deal Custom Field Name” to bring in the dimension into the report.

6. Click “Deal Custom Field Value” to bring in the dimension into the report.

This is what the report should look like so far:

Report

Create the measure:

1. Click the “Total Value Open” measure to bring it into the report. You may need to scroll down the left pane to see it.

2. Use the Filters section of the Explore located at the top center bar to select the desired “Pipeline”, “Deal Custom Field Value”  or “Deal Custom Field Name” parameter.

Report filters

3. Click the "Visualization" section of the report then click the “Bar” chart icon.

Bar chart option

4. Click “Run” to retrieve the data. This is located on the top right of the report.

Save and share the report

1. Click the setting gear icon at the top right corner of the Explore; to the right of the “Run” button.

2. Click the “Save as a Look…” option.

Save as a look

3. Type a Title for the Look.

4. Optional: Type a description of the Look for additional context.

5. Click the “Save & View Look” option.

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