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Daniel-BC
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Member since ‎Aug 18, 2019
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Daniel-BC on January 14, 2020
Total value of deals for Company
Hi, I'm trying to build a workflow that flags any clients that have more than $100,000 worth of deals created in a month. Is there a way to get the total $ value of all deals? I can see deals closed and total revenue but need all stages included.
Reply Discussion Companies Deals
1 upvote
5 Replies
Daniel-BC
Participant
January 28, 2020
Thanks Joshua, I ended up using the basic concept but with a field on the deal level that stores month and year instead of yes/no and then anothe...read more
Solved
Daniel-BC on January 14, 2020
Total value of deals for Company
Hi, I'm trying to build a workflow that flags any clients that have more than $100,000 worth of deals created in a month. Is there a way to get the total $ value of all deals? I can see deals closed and total revenue but need all stages included.
Reply Discussion Companies Deals
1 upvote
5 Replies
Daniel-BC
Participant
January 28, 2020
Thanks Joshua, I ended up using the basic concept but with a field on the deal level that stores month and year instead of yes/no and then anothe...read more
Solved
Daniel-BC on January 14, 2020
Total value of deals for Company
Hi, I'm trying to build a workflow that flags any clients that have more than $100,000 worth of deals created in a month. Is there a way to get the total $ value of all deals? I can see deals closed and total revenue but need all stages included.
Reply Discussion Companies Deals
1 upvote
5 Replies
Daniel-BC
Participant
January 28, 2020
Thanks Joshua, I ended up using the basic concept but with a field on the deal level that stores month and year instead of yes/no and then anothe...read more
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