Deal properties usage report?SOLVE
Feb 18, 2020 3:55 PM
Unfortunately, I've never been able to export this information in bulk, though I agree that it would be nice to have. What I've done instead is a very manual process:
- Go to Settings.
- Click on "Properties" in the left nav.
- Filter by "Deal properties."
- Click the "Edit" button next to the property.
- Select the "Basic info" tab.
This will give you the number of deals with a known property value (for example, 5,161 out of 26,402, or 19.5%). I've then manually added the known value into Excel, where the property name is in column A and the number of known values in column B. Once all the properties and known values have been recorded in Excel, you'll be able to plug in equations and have Excel do the math for you. As I said, unfortunately, a manual process, but it works.
Hope that helps!