Trying to create a dashboard with target account information

Smart CRM & Sales Hub Dashboards & Reporting
1

Hi,

I am fairly new to reporting and dashboards. My CEO wants a dashboard that shows all our target accounts (a custom created property in the company record) and status of activity and deals for each of those acconts all in one place. I am trying to do that but it its not working or it shows nothing. Can a report be built on custom property of a company and include deal stage, status, close date and amount? I am thinking its simple, maybe I am overthinking it! Any help would be greatly appreciated. Thank you!

2

Hi @MJMacpherson,
You should be able to create this when you use the custom report builder and select companies & deals:

Hope this helps!

3

Hey @MJMacpherson

this is easy.

You can create a company +deals report

and use the filter tab were your custom property value is “know” or the value for example “target”.

If you are already building this

you can share a screenshots so we can guide you through.

Hope this helps