Dear Community,
We have an own Deal Revenue metric for every deal.
Now I would love to see the sum of the this metric in the deal pipeline view.
How do I change the sum of my deals to our own metric. Right now it is still the Annual Recurring Revenue.
Thank you very much,
Markus
Hi @MDuczek,
As far as I know, this is not possible. The sum shows the sum of the deal amounts. You would have to change the deal amounts for the sum to reflect another property. The default deal amount can be set under Settings > Objects > Deals > Setup > Default deal amount.
However, other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Change-the-quot-Total-quot-Field-at-the-bottom-of-the-Deal-Board/idi-p/491932
These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I’d recommend commenting and upvoting.
You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I’d appreciate it, too.
Have a great day!
Hi @MDuczek ,
As @karstenkoehler indiactes, this will have to be the sum of the “Amount” fields, which can ne modified in the Setup of the deal object as he indicates.
If you are calculating your deal amount in a custom property, I would set the setting Karsten references to “Manual entry” and use a workflow to copy the amount from your custom property to the Amount field whenever a new value “is known” for your custom property.