Hi All,
We have a different way of calculating deal amount that includes a “Expected usage %” therefore custom
deal amount = amount * expected usage %
unfortunately my sales pipeline view continues to show the standard amount. See image below. Is it possible to edit the top of my deal pipeline with calculated amount instead of the standard amount?
Appreciate any help on this topic! Thanks in advance
Regards
CP
Hi @CP7,
As far as I know, this cannot be changed - assuming that you set up a separate property for this.
There aren’t any settings for customizing this, unfortunately: Review data metrics on deal views
Other users have requested improvements before: https://community.hubspot.com/t5/HubSpot-Ideas/Deal-Insights-Beta-Improvements-needed/idi-p/835474
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 with your context 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!
Do you know is it possible to edit these value at the bottom with custom amounts?
@CP7 this defaults to the amount field and cannot be changed, unfortunately.
Thanks Karsten! Appreciate the guidance. Hope the HubSpot team looks into this improvement as many users would benefit
