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Total amount (open and closed) in contact overview

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新規投稿者

Hi,

 

I would like to see the total amount open + won in the contacts overview. I have added the columns 'recent deal amount' and 'total revenue' the the contacts overview grid. Both columns value $0, although a $5.000 deal is associated with these contacts.

 

It's ok if open + won are separated, in any case I need to see the current open (not won yet) deals amount per contact.

 

How can I make this work? Thank you.

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常連アドバイザー

Hey @interioroffer,

 

Would you mind sending a screenshot of your filter and the view you have?

 

Thanks!

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新規投稿者

Hi, 

 

Sure, here is the screentshot of the contacts grid with edited columns.

Screenshot 2019-09-20 at 12.15.26.png

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常連アドバイザー

Hey @interioroffer,

 

Are these deals in a closed-won stage?  If not, move one there then see if that triggers it?

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