Dashboard report - forecast amount chart

For our reporting, our executives prefer the table format so they can drill down into the data. However, a critical component of that data is the forecast amount. When I put it in a table, it says it can only be displayed as a chart. This defeats the purpose because they need the details in the table format. Could you please allow the forecast dollars to show in the table format?

 

Thanks! 

0 Upvotes
HubSpot updates
2 Replies
Rachel74
Occasional Contributor

Here's an example:

 

 

Capture.PNG

 

MAFoulkes
New Contributor

Hi Rachel,

 

Unfortunately I don't think this is currently possible with the embedded HubSpot reporting module. 

 

If you're willing to consider other reporting integrations for HubSpot, then I would suggest checking out  quarterone.com . This gives great flexibility to segement and drill into the sales pipeline and forecast figures. The app also allows single deals to be spread over multiple months to provide even more granular monthly reporting. 

 

Thanks

 

Michael