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MoJoYanzi
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Member since ‎Nov 19, 2021
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simonhurstmvs on September 10, 2018
Help creating a report showing deals due to close by Month
Hi, I wnat a simple report which shows total value of deals due in coming months based on the close date and the deal value. Can anyone run me thorugh the steps to create this please. Can ither be a chart or table. There is also a q read more
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0 upvote
7 Replies
MoJoYanzi
Participant
November 29, 2021
+1 here, eager to find out if Deals by Month is available yet.
bradytraeder on November 19, 2019
Editing the column width and customizing in deals board view
Being able to adjust the column width in the deals board view will help allow us to see what we want to see based on each deal stage, much like how you can customize in companies the size of each property. A full screen mode for the deals board that read more
Reply Idea Deals
44 upvotes
21 Replies
MoJoYanzi
Participant
November 19, 2021
I vouch for this one as well, currently needed for views in Companies, but can see it elsewhere as well.
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