Is there any reason why I can pull a report from the dashboard that attaches a contract to an opportunity but cannot pull contract numbers into the sales closed won for the month report?
Like
Hi,
This question is more about the relationship between Opportunities and Contracts.
For example, we can access a Contract from an Opportunity because the contract has an Opportunity field where we save the link to the specific Opportunity.
But we don't have direct access from the Opportunity to the Contract, as there is no such field in the Opportunity. This is because many Contracts can be related to one Opportunity. We also have a 'Contract' in the Opportunity detail where we store information about the relationship between the Opportunity and the Contract. Based on this, it would be more convenient for you to use this object.
Thank you. I was actually able to build a dashboard just as you described.