Goal - to have a dashboard report reflect accurate totals.
My deals do not get an amount until they go to a custom stage called "to be shipped". Then the amount is entered in bulk for $1.00. As these are samples, it is a quick way to calculate total sent.
For this report - Deal Forcast I am using quarter and show the entire quarter. My close date is June 30. as this is a Sunday, I changed it to June 28 and get the same results. Two, not 18 are showing.
@jennysowyrda HI Jenny, HubBot directed me to Samantha who solved my issue. Percentage to close was at 10%. In order to reflect it needed to be changed to won. The other complication is I am using $1 as an amount as the product is a sample.
If you could mark as solved, I would appreciate it. Thank you in advance.
@jennysowyrda HI Jenny, HubBot directed me to Samantha who solved my issue. Percentage to close was at 10%. In order to reflect it needed to be changed to won. The other complication is I am using $1 as an amount as the product is a sample.
If you could mark as solved, I would appreciate it. Thank you in advance.