Name of Feature/Request: Add Opportunity # & Opportunity Name to the Sales Order Details Dataset as a Column and Filter
What financial, time savings, or quality of life improvements will occur from this: Add Opportunity # & Name to the Sales Order Details Dataset as both a Column and Filter. | Frequency: Multiple times a month | “We use PowerBI dashboards to do some material planning where we merge sets such as Opportunity Details, Quote Details, and Item Details. Currently the only way (that we know of) to relate the Quote details to the opportunity status is through the quote name. This breaks down when we have multiple quotes tied to the same opportunity (ex. a portfolio sale). We think that if we can relate the Quote back to the Opportunity #, then we will be able to utilize the PowerBI functionality much better.”
-Scott
Attempted Solutions So Far: Poer BI thru API Keys in Custom Reporting
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Previously accomplished: Power BI Report
StrivenID: 3318879