Is there a way to add a dashboard chart that tracks deal information other than revenue? My company is an animal agriculture that offers subscription style consulting, so we have monthly revenue to track, but we also track the number of aniumals the client has that we are consulting on. Is there a way to create a dashboard report that shows the gross total of the custom deal property (animals under management) just like the reports that show gross revenue across all companies? I have tried several deal and contract propertie to see if the different property types show up in the dashboard options, but with no luck.
Hi @JBrady117,
Thanks for reaching out to the Community!
Would you be able to share a few screenshots of the reports you have tried to create so far? Could you tell us more about the properties (and property types) you would like to add to the report? The more information and examples you can provide, the better the community can assist. Thank you!
Best,
Kristen