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Jay Hobdy

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Gotcha
Contributor
January 14, 2025
Reply to Pulling a report based on quoted date
As a deal goes through its sales cycle, at some point it is going to be "quoted" and waiting on the client to make a decision. At some point the deal...read more
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Gotcha on January 13, 2025
Pulling a report based on quoted date
As par tof my MasterMind group, we are looking to enter metrics for the amount we quoted every month. I have the report, I set it to filter based on: Date entered "Client Reviewing Proposal" Problem is if we quote a deal on December 10th, win i read more
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Gotcha
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November 08, 2024
Reply to My sum does not equal the data
Not a bug. It's working as it should. The sum is all deals including those that don't have an associated company. The deals in the graph are onl...read more
Gotcha
Contributor
November 08, 2024
Reply to My sum does not equal the data
Maybe I was not clear. If you add up the 4 bars, they equal around 15K. At the top, the Sum is 32k. This was an obvious issue to see as it was half....read more
Gotcha
Contributor
November 08, 2024
Reply to My sum does not equal the data
This one has more entries so I put all the data in Excel and added it up. I was $5648.50 off
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Gotcha on November 08, 2024
My sum does not equal the data
This is a report that is designed to show the amount of deals won last month. Properties Amount Company Filters Deal stage = Closed Won Date Property Date Entered Closed Won I also have a report to show what was quoted last month t read more
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