Task Value

RidaZaidi — Fri, 25 Oct 2024 09:28:06 GMT

Hi,

I am working on custom dashboards for my team and need to associate tasks with the deal value.

For instance, if I assign 5 tasks to a team member, the report should tell me the particular person completed 5 tasks that contributed to USD 500,000 worth of deals in that month.

I couldn't find any way to create a property against tasks.

Help would be appreciated.

Re: Task Value

karstenkoehler — Fri, 25 Oct 2024 09:35:52 GMT

Hi @RidaZaidi,

This should be achievable in the custom report builder: https://knowledge.hubspot.com/reports/create-reports-with-the-custom-report-builder

Choose Tasks as primary data source, add Deals as a secondary data source
Choose a pivot table as a chart type
As rows, display 'Assigned to'
As values, display 'Amount'
In the report filters, make sure to filter by won deals only, completed tasks and due date

Let me know if you have any follow-up questions!

topic Re: Task Value in Dashboards & Reporting

Task Value

Re: Task Value