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Lisette1
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Member since ‎Feb 6, 2020
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Lisette Klaver

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AnneFred on August 26, 2020
Share Dashboard via Slack
Good morning everyone, Would it possible to add the feature that would allow us to share a Dashboard through Slack instead of just emailing it? We would love to be able to have recurring reports sent automatically to a Slack channel, rather than to read more
Reply Idea Dashboards & Reports Integrations
29 upvotes
24 Replies
Lisette1
Contributor
October 25, 2022
Hi, Same here! We would definitely make use of this (as we have several use cases for this). Use case example: push a report into our sales reps...read more
PaulClappers on October 20, 2020
Rolling date range in custom reports
I'm working on my dashboards and I want to add a report about the number of certain form submissions this month. I can add the option 'less than 30 days ago' but I can't find the rolling date range for this month.
Reply Discussion Professional
15 upvotes
15 Replies
Lisette1
Contributor
March 04, 2022
Hi @TDriessen curious if you, in the meantime, found a solution for this? I'm also using some custom reports in dashboards that do not respond to d...read more
Lisette1 on February 15, 2022
Deal stage fallout - benchmarks?
Hey all! First post here! 👋 I'm analyzing our lost deals and therefore looking into where in the sales process we lose deals. We have data on the last deal stage before a deal becomes Lost, but I'm curious if any of you have informatio read more
Reply Discussion RevOps
2 upvotes
4 Replies
Lisette1
Contributor
February 21, 2022
Thanks @jbogaert , curious to hear any input from them!
Lisette1 on February 15, 2022
Deal stage fallout - benchmarks?
Hey all! First post here! 👋 I'm analyzing our lost deals and therefore looking into where in the sales process we lose deals. We have data on the last deal stage before a deal becomes Lost, but I'm curious if any of you have informatio read more
Reply Discussion RevOps
2 upvotes
4 Replies
Lisette1
Contributor
February 21, 2022
Thanks @jbogaert , curious to hear any input from them!
Lisette1 on February 15, 2022
Deal stage fallout - benchmarks?
Hey all! First post here! 👋 I'm analyzing our lost deals and therefore looking into where in the sales process we lose deals. We have data on the last deal stage before a deal becomes Lost, but I'm curious if any of you have informatio read more
Reply Discussion RevOps
2 upvotes
4 Replies
Lisette1
Contributor
February 21, 2022
Thanks @jbogaert , curious to hear any input from them!
Lisette1 on December 16, 2021
Report on overpriced line items
Hi all, We're using line items, but as there is a field for discounts, there is no field for 'overpricing' where a license is sold at a higher rate than the default unit price. When this happens, we adjust the unit price but to report on this i read more
Reply Discussion Custom Objects Deals Reports Sales
0 upvote
3 Replies
Lisette1
Contributor
December 17, 2021
Thank you Tiphaine. Looking forward to a reply from one of the experts 🙂
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