We have 20 Deals totaling £Ym in our pipeline at 10% probability. However, the Dashboard widget for pipeline value lists only 4 of those and does not total £Ym x 0.1. Does anyone else have this problem?
(p.s. I have full Admin rights on my account and I created all the Deals)
Jun 22, 201710:40 PM - edited Aug 7, 20179:58 AM
HubSpot Employee
Dashboard Widget Does Not Add Up
SOLVE
Without seeing your Deals forecast, it would be hard to troubelshoot, but this HubSpot Academy help page spells out some of the reasons that deals would not be present in the report.
Ed
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Jun 22, 201710:40 PM - edited Aug 7, 20179:58 AM
HubSpot Employee
Dashboard Widget Does Not Add Up
SOLVE
Without seeing your Deals forecast, it would be hard to troubelshoot, but this HubSpot Academy help page spells out some of the reasons that deals would not be present in the report.
Ed
Did my post help answer your query? Help the Community by marking it as a solution
Hi Ed, sorry I took forever to reply. I found the issue. Not quite user error bit close. The dashboard pnly adds up what's in the date range filter so if a user accidentially sets a date range other than "all" the widget doesn't add up the full pipeline.