CRM

Demezaphoto
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Error in deal mount in Dashboard

解決
Hi there 🙂 Just startet to use Hubspot CRM - i'm loving it and expectations are high 🙂 I've successfully created a deal entered the amount for the sale in my local currency. Everything is fine and dandy. However, in the "Deal Forecast" in the Dashboard - the deal is showing, but the last figure in the amount for the deal is missing - hence giving the wrong impression of the value of the deal? What's going on 🙂  Hope someone have some insight on this. Best, Bjørg
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bradmin
解決策
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Error in deal mount in Dashboard

解決

 

Hi, @Demezaphoto. The mouseover on that page explains a bit more about what you're seeing. You're looking at a figure that's not equal to the deal amount, but (deal amount * deal probability). This help article may also be worth reviewing.


Screen Shot 2017-07-07 at 9.45.01 AM.png

 

 

 


Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.

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bradmin
解決策
キーアドバイザー

Error in deal mount in Dashboard

解決

 

Hi, @Demezaphoto. The mouseover on that page explains a bit more about what you're seeing. You're looking at a figure that's not equal to the deal amount, but (deal amount * deal probability). This help article may also be worth reviewing.


Screen Shot 2017-07-07 at 9.45.01 AM.png

 

 

 


Brad Mampe, Salesforce Analyst, Fidelity
I'm probably wrong. I may not be right about that.
Demezaphoto
参加者

Error in deal mount in Dashboard

解決

Hi @bradmin,

But of course - thanks!!! 

Makes total sense now. 🙂

 

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