Hi,
I’m looking for a way to change the deal overvie. I know how to customize the cards, but I’d like to exchange “Weighted Deal Amount” to “Forecast Amount”.
Furthermore, I’d like to change how “Open Deal Amount” is calculated. We have set an additional deal stage “Stopped” that should be excluded in the calculation. Is this possible? (I should probably post this separately)
Hi @CRMlerin,
You’re in luck, there is a beta which you might see under Settings > Product updates > All product updates: “Deal Insights Customization”
(If you’re not seeing this yet, you’ll have to be a bit more patient.)
What is it?
Users can now customize deal insights to reflect the metrics that are most important to them and their business.
Why does it matter?
Currently, the data well on the Deals index page provides a set of fixed metrics. While these give you a quick overview, we understand your business’ needs are unique.
With this new feature, the data well can be tailored to show the metrics that are most important to your business. This allows you to see the data you need, right when you need it, allowing you to make faster, more informed decisions.
How does it work?
To edit the data well, navigate to a Deal view that you own and click the gear icon.
Within the customization modal, you can remove existing metrics or create your own.
Note: Views are only editable by the view owner or a super admin.
Who gets it?
Sales Professional, Sales Enterprise
As far as the calculation goes, you would have to set the deal probability for your stopped stage to 0% probability: Set up and manage object pipelines
Best regards
Thank you, I have requested the beta for changing the deal insights overview 
Regarding the “Stopped” stage: I have already set the probability to 0% so they don’t count in the forecast amount or weighted amount. But I’d also like to exclude them from the open deam amount. But as I understand, all deals count except for the stages Closed lost and Closed won.
In reportings, I created dashboards about open deal amounts excluding the “Stopped” stage. But in this Deal Insights overview it seems to be pre-defined…
@CRMlerin with the beta, you’ll be able to remove the open deal amount, if needed You will however not be able to change how it’s calculated, as far as I can tell.
