Name of Feature/Request: To have the ability to relate Sales Order and Opportunity in a report
What financial, time savings, or quality of life improvements will occur from this: To be able to Relate Sales Order and Opportunity | Frequency: Weekly | Linking sales orders to opportunities in a custom report is crucial for several reasons, including:
Profit Tracking: The ability to view sales orders created from opportunities enables you to measure the profit generated from each specific opportunity. This provides insight into the financial success of your sales efforts and helps determine the effectiveness of your campaigns or ads. Since the opportunities are created as a result of these campaigns or ads, this tracking ensures you can assess whether they are truly beneficial for your company.
Streamlined Decision-Making: When sales and financial data are aligned, decision-makers can quickly access the information needed to make strategic adjustments and focus on the most lucrative opportunities.
Having this ability customer can easily determine and measure success, optimize processes, and drive growth in sales.
Attempted Solutions So Far: Add a custom field in the Opportunities to manually input the Sales Order. Once the Sales Order has been created, users can update the Opportunities record with the corresponding Sales Order details
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: To establish a clear relationship between the Sales Order and the Opportunity, it is crucial for us to have visibility of key information from the Sales Order directly within reports. Specifically, the most Importsant detail we need is the Sales Order amount. This information should be displayed as a column in the Opportunity report, allowing for seamless tracking and analysis of financial data tied to each Opportunity. By including the Sales Order amount in the report, we can more effectively monitor the progress and profitability of Opportunities, ensuring alignment with business goals. | Previously accomplished: Customer came from SalesForce and QuickBooks
StrivenID: 5067823