Dashboard reporting
SOLVEI have created a Dashboad to track Deals for my directors. I just added two more deals but they do not show up in my report. They should both fall into the 2023 report. The only thing I can think of is that they are listed as child companies of a parnet company. Would this keep them from showing up as a Deal in my report?
They have effective dates of 07/01/2023 and 01/01/2023
1 Accepted solution
Dashboard reporting
SOLVEHi @KJuring,
Are these single object reports?
Do you have multiple pipelines, if so, are the deals in the correct one?
Have you refreshed the reports?
What happens when you remove one of the filters, one by one?
Best regards
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
Dashboard reporting
SOLVEHi @KJuring,
It seems obvious but I have to ask: Have you double checked that these deals fulfill all the filters? (Deal stage, Proposal type, Effective date, Deal amount)
Are these single object reports?
Best regards
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
Dashboard reporting
SOLVEDashboard reporting
SOLVEHi @KJuring,
Are these single object reports?
Do you have multiple pipelines, if so, are the deals in the correct one?
Have you refreshed the reports?
What happens when you remove one of the filters, one by one?
Best regards
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
Dashboard reporting
SOLVEDashboard reporting
SOLVEHappy it's working now, @KJuring, even if it doesn't make sense 🙂
If you want to make it easier for others to find this information, you can help them by accepting my earlier post as a solution. I'd appreciate it.
Have a great weekend!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
