Dashboards & Reporting

EKelly4
Membre

Percentage in charts in reports dashboard

Résolue

How do I get my percentages in the x-axis of my chart (deal probability %) to be between increments of >50% &>70%       >70% & >90%      >90%, and then it will create three columns intead of loads of individual ones. 

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karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Percentage in charts in reports dashboard

Résolue

Hi @EKelly4

 

Just to confirm, you'd like to set up buckets that your report respects and then groups all deals within certain ranges into a bar of your chart? This is currently not possible out of the box.

 

You would have to create an additional custom property with those ranges / buckets and then use a deal-based workflow that enrolls all deals with a known probability, then uses a branch to check which bucket a deal falls into – in each branch, you would then use the 'Set property value' workflow action to set the value in your new custom property.

 

Once this is live, you can visualize the count of deals by your new custom property.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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1 Réponse
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Percentage in charts in reports dashboard

Résolue

Hi @EKelly4

 

Just to confirm, you'd like to set up buckets that your report respects and then groups all deals within certain ranges into a bar of your chart? This is currently not possible out of the box.

 

You would have to create an additional custom property with those ranges / buckets and then use a deal-based workflow that enrolls all deals with a known probability, then uses a branch to check which bucket a deal falls into – in each branch, you would then use the 'Set property value' workflow action to set the value in your new custom property.

 

Once this is live, you can visualize the count of deals by your new custom property.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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