Dashboard - Deals Forecast by Owner

LindsayNickel
Member

Hi there,

 

I'm trying to add 8 users to the "Deals Forecast by Owner" report but can't seem to do so. Only 2 users appear. Is this part of the free default settings?

 

Thanks,

 

Lindsay

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Josh
Recognized Expert | Platinum Partner

Hi @LindsayNickel,

 

You should be able to show this report regardless of what type of account you have. I just tested in a free account. You may want to double check that there are actually active deals both for all of the reps you are trying to show and for the timeframe you are showing in the report.

 

If you have issues with this, let me know and I can walk you through getting it set up...or in the event of a bug, I'll be able to see that as well.

 

Josh




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Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

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