B2B Portal Revenue Reporting per portal

Cheryl Martin

Currently it is not possible to pull concise information/reporting on the B2B portals without utilising the sales rep field within the B2B Integration module.

We need to understand how our various B2B portals are performing, and currently we are not able to easily obtain this information. We are unable to change the sales rep field in some instances as we have team members responsible for managing their account regardless if they order online. The simplest solution would be to develop an order source field, which can then be pulled into the standard sales reporting function.

 

Please can this be prioritised, as we require insight to understand the performance of the portals, and make sensible business decisions.  

Related to

1

Comments

0 comments

Please sign in to leave a comment.