I have managed to customize the deal cards in the board view with MRR, but the total amount under each stage of the pipeline is still based on deal amount rather than MRR. Is it possible to change this to total MRR?
The deal stage totals cannot be changed to be based on MRR, unfortunately. (This is something that you could request from in the HubSpot Ideas section of the community which is monitored by the product team.) As @bsheen, only the fields on the cards themselves can be changed.
Best regards
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
You can use a workflow based on deals to copy the value of the MRR to the deal amount. If you do that, the total amount under each stage of the pipeline will show the somatory of the MRR values from the cards in each stage.
I hope this helps! I'm happy to contribute in any way!
Hi, I've done this , however the totals at the bottom are still showing the sum and weighted forecasst for the Amount, not the included MRR. How can we change the totals?
You can use a workflow based on deals to copy the value of the MRR to the deal amount. If you do that, the total amount under each stage of the pipeline will show the somatory of the MRR values from the cards in each stage.
I hope this helps! I'm happy to contribute in any way!
The deal stage totals cannot be changed to be based on MRR, unfortunately. (This is something that you could request from in the HubSpot Ideas section of the community which is monitored by the product team.) As @bsheen, only the fields on the cards themselves can be changed.
Best regards
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer