Slack Notification + Attainment

Smart CRM & Sales Hub Dashboards & Reporting
1

I’m looking to create a slack notification to notify my co-workers of a closed-won deal.

I want to include the basics: Amount, Deal Owner, Meeting set date

The problem is I want to also include: Team quota, and their attainment, and indvidual quota and attainment.

Does anyone know a “quick” fix for this, I’m not really interested in building a webhooking tool to get this done.

2

Hi @TSteinman3,

As far as I know, it’s not possible to include these metrics directly as numbers inside of the notification text. You would have to include links to those goal attainment reports.

Best regards!

3

Thanks Karsten, is there an ability to export Attainment metrics to an external dashboard?