Knowledge Base

Whether you’re a brand new User or a seasoned pro, Workbooks Support is here for you. This page is your one-stop-shop for everything Support related: Authorized Support Contacts How to Contact Us Support SLAs What

This page will show you how to look at the time taken between each stage of your Opportunities The report can be useful for identifying certain areas in your sales process that may be causing

If you use the probability percentage field on your Opportunities you’ll probably want to build reports that include a weighted Opportunity value, ie, the amount of the Opportunity multiplied by the probability. This is easy to achieve

When filtering on a landing page in Workbooks, it is possible to choose between ‘Match all’ and ‘Match any’. However, it is not possible to do this when adding a criteria to a report. If

This page is designed to help answer some common questions and challenges related to reporting in Workbooks.