Number of Deals in My Dashboard Look Different from My Colleagues

lif — Mon, 18 Sep 2023 08:43:43 GMT

Can you tell me why the number of deals in my dashboard view is different from the number of deals in the dashboard view of my colleagues in the same team? I'm the only one who is different.

Please explain why and how can I resolve it?

Re: Number of Deals in My Dashboard Look Different from My Colleagues

kvlschaefer — Mon, 18 Sep 2023 08:50:56 GMT

Hi @lif,

Thanks for reaching out to the Community!

I wanted to share this guide on CRM permissions in HubSpot.

This discretion could be due to your permissions in HubSpot. For example, if another one of your colleagues has set their deals to be viewed by "Owned Only", they would only be able to view their owned deals and this would cause a discretion between the numbers.

I would recommend checking your permissions against your colleague's permissions as a first step, and then checking your dashboard filters against theirs.

Hope this helps!

Best,

Kristen

topic Number of Deals in My Dashboard Look Different from My Colleagues in Dashboards & Reporting

Number of Deals in My Dashboard Look Different from My Colleagues

Re: Number of Deals in My Dashboard Look Different from My Colleagues