Dashboards & Reporting

CAusten
Member

Help creating these reports

Hi there,

I'm trying to build reports in my dashboard based on these three reports. Any help or direction would be much appreciated. 

 

Screenshot 2023-03-20 at 13.05.00.png

 

On another note, I'm trying to build into my sales pipeline board a default on each card showing the number of days a deal has been in its current stage of the pipeline. Any direction on this would also be amazing.

 

Thanks,

Charlie 

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3 Replies 3
PamCotton
Community Manager
Community Manager

Help creating these reports

Hi @CAusten, yes I can.

To our top experts @Bruno_Teixeira @Josh @johnelmer any suggestions on building these reports to @CAusten?

 

thank you,

Pam

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PamCotton
Community Manager
Community Manager

Help creating these reports

Hello @CAusten, Happy Monday!!

I want to invite our top experts to this conversation @AdamLPW @jolle any suggestions to @CAusten matter?

 

Thank you,

Pam

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Participe de conversas regionais, alterando suas configurações de idioma !


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CAusten
Member

Help creating these reports

Hi Pam,

 

Thanks for the response. Would you be able to send another chaser or possibly invite other experts to join the conversation?

 

Warm regards,

Charlie

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