Dashboards & Reporting

arafat
Mitglied

Notification on Deals closed in the last 3 months

lösung

I want to know how many deals were closed won in the last 3 months. I want the notification via email. In the single email, it should mention all the deal names with deal owners and deal amount.

 

I can create a dashboard view, but I want a recurring email for every 3 months.

 

Thanks

0 Upvotes
1 Akzeptierte Lösung
Phil_Vallender
Lösung
Koryphäe | Diamond Partner
Koryphäe | Diamond Partner

Notification on Deals closed in the last 3 months

lösung

Hi @arafat 

 

If you have created the dashboard report (presumably a table listing closed won deals) then you can have it emailed to you regualar. Every three months isn't an option currently, only monthly, weekly or daily, but monthly should be better than nothing?

 

Email or export your dashboard 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

Lösung in ursprünglichem Beitrag anzeigen

1 Antwort
Phil_Vallender
Lösung
Koryphäe | Diamond Partner
Koryphäe | Diamond Partner

Notification on Deals closed in the last 3 months

lösung

Hi @arafat 

 

If you have created the dashboard report (presumably a table listing closed won deals) then you can have it emailed to you regualar. Every three months isn't an option currently, only monthly, weekly or daily, but monthly should be better than nothing?

 

Email or export your dashboard 

 

Hope this helps.

Phil Vallender | HubSpot Website Agency