2 Replies Latest reply on Jan 30, 2015 10:28 AM by Megan Reed

    Program Reporting for Related Opportunities - Non-SFDC User

    Megan Reed
      This should be fairly easy to do, but I cannot seem to find a way to pull a report that will show me the opportunities generated from a program or event. Please note we do not have SalesForce.com and have a custom integration with our CRM.  

      Currently I am using Lead Performance report, with a Smart List:
      Member of Program = true, Program is {my event I want to see opportunities associated with}, program status = registered or attended.
      Has Opportunity = true, Close date is {after the event date}, Is closed = true, Is won = true, Opportunity Type = {related opportunity type to the given event}

      It shows me the company that we’ve closed won an opportunity with but the Total Opportunity Amount reflects a much larger number that the actual close won amount.

      What am I doing wrong?