Dashboards & Reporting

With all the manual updates/changes that happen to deals, we would like to show the total value of all invoices (on the same deal), compare that to the deal amount, and also total the line items (on the same deal) - to make sure all three areas matc read more

I am trying to pull a report for all SQLs we had during Q2 2024. One of the SQLs in Q2 2024 doesn't get pulled up in the report as it was created as an MQL in 2023. I've chatted with your support function and tried a bunch of permutations and combin read more

The pipeline reports for deal stages or lifecycle stages are helpful, but they can only show you one path. It would be very helpful to visualize the steps with a stacked flow chart to get a clear picture of how leads/deals are progressing and all th read more

Hello, We have cases like: contract sent - Pending - Sent - signed. But trying to use the journey report causes an error: Example: 150 - 12 - 0 - 0 if I delete the first sent I end up with 147 pending - 6 sent - 4 signed Th read more

I use the pivot report most commonly, and more and more I'm getting "report is too large to display," even though the number of items has not increased substantially. I have a pivot that had a colum of Deal Owner, Rows of Deal Name and Deal Sta read more