Adding a total to the Deal Views

Smart CRM & Sales Hub Account & Settings
1

Hi,

Is it possible to add a total to the bottom of a deals view? So i can have a view of all my Q1 deals and the total value?

Thanks

2

Hi @CAllen09,

Which deals view are you referring to? The board view of the deals index page has this “Total”:

karstenkoehler_0-1647265478157.png
karstenkoehler_0-1647265478157.png319×136 6.42 KB

The list view of the deal index page does not have this total row.

This can however be achieved with a custom report, using the custom report builder. This requires a Professional subscription. Let me know if you have access to the report builder and whether you’d like assistance with creating that report, happy to outline the steps here.

Best regards!