I have a custom object called donations which records donation amount, source and assocaited to a individual contact which also creates a deal.
I want to create a report (not sure which chart would best display this) which shows the top 5 donations this week based on the amount they have donated. I want it to show the contact name and the amount donated.
What would be the best way to display this?
@RM88 I would recommend building a custom Donations report in the Custom Report Builder (Reports>Create Report>Custom Report Builder > Donations).
Add a filter that specifies and Donations created in the past week, and then sort by ascending order in your visualization that you decide upon:
If this post helped to solve what you were looking for, please mark this as an accepted solution. Happy HubSpotting!
@crispyGTM I tried this but it lists all the donations received this week not just the top 5
