Dashboards & Reporting

NigelOC
参加者

Deal reporting - volume of units

解決

Hi Guys,

 

Wondering if you can help me correctly set updeal reporting that is efficient formy company's purposes.  Specifically when reporting on a deal I wish to know not just the value of the deal but the amount of units that client has.  

 

Can. anyone assist with this?

 

Thanks

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MikeLawson
解決策
投稿者

Deal reporting - volume of units

解決

@NigelOC 

 

Here is the best help article for adding a custom property.

https://knowledge.hubspot.com/articles/kcs_article/contacts/how-can-i-create-a-custom-property

 

How are you trying to add it?

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3件の返信
MikeLawson
投稿者

Deal reporting - volume of units

解決

@NigelOC 

 

Where is the # of units tracked per client. Is it a property on your deal? Or do you use lineitems?

0 いいね!
NigelOC
参加者

Deal reporting - volume of units

解決

Forgive my  ignorance as this is probably a simple fix but this is where I'm unsure where I can add this emasurable.  Ideally it would be a property of the deal, but it seams as if I can't customise and include this field.

0 いいね!
MikeLawson
解決策
投稿者

Deal reporting - volume of units

解決

@NigelOC 

 

Here is the best help article for adding a custom property.

https://knowledge.hubspot.com/articles/kcs_article/contacts/how-can-i-create-a-custom-property

 

How are you trying to add it?