topic Re: deals assosiated wiht companies stage in Dashboards & Reporting

deals assosiated wiht companies stage

SofiaAkhlaghi — Thu, 19 Dec 2024 14:40:47 GMT

Hey all! I am searching for a view in companies view where I an see the deals assosiacted with the companies but also the deals that are won for every compnay, ideally a column in the view attacehed weher number of deals won is shown. Is this possible?

Re: deals assosiated wiht companies stage

Phil_Vallender — Thu, 19 Dec 2024 15:30:45 GMT

Hi @SofiaAkhlaghi

Number of closed won deals is not a default company property that can be added as a column to a view/filter of companies unfortunatly.

However, you should be able create your own custom calculated company property that will give you this number. The setup should be something like this:

Hope this helps?

Re: deals assosiated wiht companies stage

mangelet — Thu, 19 Dec 2024 16:54:28 GMT

@SofiaAkhlaghi , I understand what you want to do.

If it's like @Phil_Vallender said, and you want to see the number of deals won next to the company, you can do this. Create a Custom property. This will be a rollout or a calculation of the deals won.

If you want a view of the deals won by a company, I recommend something else. Create a Custom Card within the company's record. This card will show all the deals won by the company. You can display this in the centre of the company's profile (which is very nice).

This way, you have a clear view of all successful deals.