How to Create Deals by Industry Report

Understanding how your deals are distributed across different industries is vital for identifying trends, spotting growth opportunities, and prioritizing resources effectively. This report breaks down deal volume by industry, giving you a clearer picture of your business landscape. However, when working with multi-select custom fields like "Industry," the data can be tricky to interpret correctly. This guide will help you accurately visualize the number of deals in each industry, even when a deal is associated with multiple industries.

Visualization Example:

Example of a multi-select custom field in DealRoom

Common Issues with Multi-Select Fields

When using a multi-select custom field like Industry, it’s easy for the data output to be misleading. For instance, if a deal is tagged with multiple industries (e.g., both Treatment and Transport), the report might display the deal as a single combined result. This could mean that instead of showing 3 deals in Treatment and 2 deals in Transport, it may incorrectly show just one deal tagged as belonging to both.

This happens because the system aggregates the multi-select values as a single entity, as shown below:



To avoid this and ensure each industry is represented individually, we’ll create a custom measure for each industry.

Steps:

From the Explore menu, select Pipeline Deals.
In the Field Picker → Custom Fields → Click on “Add” → choose Custom Measure.



In the Expression box, input the necessary logic to filter deals by the Transport industry.



Note: When typing the custom measure code, be sure to choose the correct Industry field option from the list that appears, as shown below:



Repeat step 2-3 and create the measure “Treatment” to calculate the number of deals for Treatment industry.
Click on Run button at the top right to generate the data.
In the Visualization Pane, choose the Column Chart as the visualization type.
To enhance readability, add value labels to the chart. Go to Edit → Values tab, and toggle on Value Labels to display the deal count directly on the chart.

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Following these steps will allow you to create an accurate Deals by Industry report that properly accounts for deals tagged with multiple industries, ensuring each industry’s deal count is represented correctly.

Updated on: 27/09/2024