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SLancaster3
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Member since ‎Aug 3, 2022
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SLancaster3
Member
August 07, 2022
Reply to Pipeline over Time
SOLVED: After a bit of trial and error, realised that it wasn't the values that were the problem, the report wasn't pulling through all the deals. I...read more
SLancaster3
Member
August 05, 2022
Reply to Pipeline over Time
The £ values of total weighted amount and forecast amount are not coming through into the report. The values are much lower. I've checked the value...read more
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SLancaster3 on August 05, 2022
Pipeline over Time
Hi, I've created a Pipeline Value over Time report based on Close Date, Forecast Amount and Weighted Amount, but the report isn't pulling through the correct values from deals. All the other reports are. Does anyone have any ideas? TIA
Reply Discussion Reports
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4 Replies
SLancaster3
Member
August 03, 2022
Reply to Deal stages in wrong order on report
Sorted it now thanks, I had Sort dropdown set to Label rather than Display Order. Just getting the hang of it.
SLancaster3
Member
August 03, 2022
Reply to Deal stages in wrong order on report
Created my own using Custom Builder.
SLancaster3 on August 03, 2022
Deal stages in wrong order on report
Hi, our Deal Stages appear to be in the right order in HubSpot however when I generate a Forecast Report by Deal Stage they are in wrong order. Any ideas? TIA
Reply Discussion Sales
1 upvote
6 Replies
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