When I generate a report in “spots” (Quotes o sales), I see that everything works fine, except when I only combine “Account Name” with “Sale stage”,
it does not classify the clients in draft, closed lost, closed won…ETC.
For example, I have a customer who has 12 quotations which are classified as follows:
2 in Negotiation
4 in Draft
6 in Closed won
In the Spots report it leaves them all in “Value proposition”. Other clients do separate them into close won, draft etc.
but the information is wrong, in fact it is missing.
How can I fix this?, I really apreciate your help!!!