How can we use the deal cards also in custom reports/dashboards? We like the deals dashboard view with deal cards as it allows for quick views on what deals divided per stage in the pipeline, but also want to make other divisions. As an example we would want to see the deal cards per quarter (based on close date) on the x-axis rather than on pipeline stage and ideally by market on the y-axis. We can create the information in a table and even in a pivot, but than it only aggregates on the deals, e.g. counts them or provides sum of deal size. But we just want to show the deal cards thenselves. Thanks in advance!
I have done some extensive work for one of my customers around the Hubspot Deals, and I can recreate the Deal Card exactly for you in Excel by putting the quarter in x-axis and market ont the y-axis. I can do a free sample report for you if you are interested and is able to share sample data. Just message me directly.