Quoted Value Monthly

[TSimpkin]

Hello, 

I am using the free platform, and want to create a report that shows the total value of deals that were moved into our 'proposal sent' stage in our pipeline. 

I thought I had it sorted but its showing me a figure about a 3rd of the actual amount we've quoted. Even if I export the data, the data feels right but on the dashboard its not showing up correctly. 

Not sure if someone can help please?

[TSimpkin]

Hello Karsten, I have got someone from Hubspot helping me tomorrow so will see if we can solve it. I think custom reports are the only way....but thanks for your comment! 

[karstenkoehler]

Hi @TSimpkin,

Which dashboard/report exactly are you looking at? (If you could share either a pixelated screenshot or how you navigated via the menu that would help solving this.)

Each deal stage has an associated probability  that indicates the likelihood of closing deals marked with that deal stage. Depending on what you're looking at exactly, it might show you the weighted amounts.

Best regards!