pbmartin

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Paul Martin

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pbmartin on January 11, 2022

Recurring Revenue: Add only chart to dashboard

Currently, the Recurring Revenue report can only be added to dashboards as an 'External Item'. As a result, the chart does not completely display in the dashboard since it includes the header and table below. Please make it so that the Recurring Rev read more

Reply Idea Sales Reporting

13 upvotes

2 Replies

pbmartin

Contributor

January 11, 2022

Reply to Email Revenue Analytics>>Recurring Revenue Report

Thanks, Nicole. Great solution. Do you know if there is a way on a dashboard to only display the Recurring Revenue chart and not include the header ...read more

Solved

pbmartin on January 10, 2022

Email Revenue Analytics>>Recurring Revenue Report

Most reports can be emailed to people, but how do I email a Recurring Revenue report from the Revenue Analytics area?

Reply Discussion Enterprise

0 upvote

4 Replies

pbmartin

Contributor

December 21, 2021

Reply to Line Items: Return all properties with GET

What about the properties under "Associations"

Solved

pbmartin on December 20, 2021

Line Items: Return all properties with GET

Thanks in advance for your help. I don't receive all the LineItem properties that contain values when I use this GET in Postman. How can I receive all the data, including the associated Deal ID? /crm/v3/objects/line_items?associations=deals& read more

Reply Discussion Developer tools

0 upvote

3 Replies