topic Re: How can I add a calculated number to my dashboard? in Dashboards & Reporting

How can I add a calculated number to my dashboard?

Steven785 — Fri, 08 Nov 2024 08:40:03 GMT

Hello HubSpot community,

I would like to add a calculated number to my service dashboard. It should show the percentage of tickets with a certain category (f. e. "technical error"). The formula itseld is easy: (number of tickets within that category) / (total number of tickets) * 100. But I can't figure out how to set this up. Formula fields don't have a predefined value for ticket numbers or filters for different categories. Do I need a custom property for this or is there a different way?

Re: How can I add a calculated number to my dashboard?

karstenkoehler — Fri, 08 Nov 2024 08:45:41 GMT

Hi @Steven785,

Calculation properties are always calculated per record, not across records – that's why it's not possible to have one property calculate a rate across all or certain other records.

Here are a few ways to achieve this:

Create a pie chart for categories instead. Mouse over will tell you how many % each category has.
Use a workflow to assign each ticket with a technical error the value 100 in a custom number property. You can then create a custom report that visualizes the average within that number across all ticket. Non-technical-error tickets have a 0, technical-error tickets a 100, which means that the average across all tickets should display the % you're looking for. (Choose the KPI chart type, drag the number property into the "Values", click the pencil icon to set aggregation to average.) – you won't have the % sign along with that number but you could include that in the report title.

Best regards!

Re: How can I add a calculated number to my dashboard?

Steven785 — Fri, 08 Nov 2024 09:21:54 GMT

Hello Karsten, great recommendations. Thank you.