Dashboard of signed transactions in the previous week
SOLVEHello,
I hope my message finds you well.
I've created a report to see the signed transactions in the previous weeks (volume and number of transactions) by my sales representaives. I'm happy with the result but I would like to see in the dashboard the total amount for all representatives maybe on top of it. Do you have any idea how I could do that ?
1 Accepted solution
Dashboard of signed transactions in the previous week
SOLVEHi @SBencheikh,
This would have to be a separate report. Same idea, but not broken down by rep. You could change the report type to a basic KPI for cleanliness.
If you want to keep it in one report, you would have to change the report style to use something that would allow you to show totals as well, such as a pivot table report.
Josh
 | Did this post help solve your problem? If so, please mark it as a solution. |
 | Josh Curcio HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.  HubSpot Diamond Partner & HubSpot Certified Trainer |
Dashboard of signed transactions in the previous week
SOLVEDashboard of signed transactions in the previous week
SOLVEHi @SBencheikh,
This would have to be a separate report. Same idea, but not broken down by rep. You could change the report type to a basic KPI for cleanliness.
If you want to keep it in one report, you would have to change the report style to use something that would allow you to show totals as well, such as a pivot table report.
Josh
| Did this post help solve your problem? If so, please mark it as a solution. |
| Josh Curcio HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers. HubSpot Diamond Partner & HubSpot Certified Trainer |
