Partner Portal New CRM Pipeline Reports

[motshidisi_f]

Good day, 

Where and how can I download Pipeline(open opportunities) report on the new CRM system?

Regards,

Tshidi

[Vinay_B]

Hi @motshidisi_f 

Please check the attachment for the requested info.

Let me know if this helps. Thanks!

[KevinvdM]

Hi,

This doea not resolve the issue.  In the old Partner portal there was a "reports: section under the sles tab. There was reports we used for our forcasting and sales meetings.  How can we access that report or could you please share the location of the new  enhanced reporing section that is talked about in the documentation.  Thanks and kind ragards

Kevin

[Vinay_B · Accepted solution]

Hi @KevinvdM Please reach out to our Customer support team and they would be able to provide supporting documents on the navigation in the partner portal.

https://community.qlik.com/t5/Knowledge/How-to-create-a-case-and-contact-Qlik-Support/ta-p/1710992

[KevinvdM]

Good Day,

Best wishes for 2023.  I am still unable to locate a pipeline report in partner portal as a partner that shoes partner peipline (Deal Value)  

Can you advise if this has been or can be adressed and whom i should adress for resoltion?

Thanks and Regards

Kevin