Removing renewal opportunites

sage.mccoy
sage.mccoy Posts: 1 ✭
in Reporting HQ

Anyone know of a way to remove renewal opportunities from our reporting? We want the accounts to stay in 6 sense but I want to remove the any opportunities marked as renewal from our reporting in 6 sense. Is there a work around?

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  • Jana_Marketing_Maven
    Jana_Marketing_Maven Posts: 86 ✭✭✭✭✭✭

    I have no idea if this is possible but I would also like to be able to look at organizations without influence of renewal opportunities/count renewals within the platform.

  • Michael Walter
    Michael Walter Posts: 2 6senser

    Hi Sage! I'm the reporting product manager here at 6sense. A couple of ideas come to mind!

    1. If you have the predictive package (if you're unsure if you do, if you see buying stages on the homepage, the you're predictive) then it's very likely you're "relevant opportunity" definition excludes renewals. So if you exclude irrelevant opportunities you should filter renewals out.
    2. You can also likely add an opportunity filter on the segment you're using for a report. I'd have to try it, but I think in theory it should work.

    That being said, we are also working on a dedicated opportunity report coming this year. In that report the opportunity type will be a filter directly on the report which would help a lot.

    Hope this helps!

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