msshey_

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Shechinah Tamayo

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msshey_

Member

December 18, 2024

Reply to Dashboard reporting

Hi Team - following up on this hope someone could help. Thank you all so much!

msshey_

Member

December 17, 2024

Reply to Dashboard reporting

Hi @kennedyp , sure! Here are the screenshots - the primary data source is the contact, and the value of the chart is the "Sum (Closed deal amount)...read more

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msshey_ on December 16, 2024

Dashboard reporting

Hi Community, I have a quick question regarding the dashboard. When I check the module (see below), it shows $328K in closed deals. However, based on my records, which include only contracts signed and paid deals, the total is actually $277.8K. read more

Reply Discussion RevOps

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msshey_ on December 04, 2024

remove contact from a list

Hi Team, I have a quick question. I created an active list in HS that pulls contacts from specific stages in the pipeline, which I plan to use in a workflow to send an email blast. Is there a way to automatically remove a contact from the list if th read more

Reply Discussion RevOps

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msshey_

Member

October 30, 2024

Reply to Gross Revenue by Month for all pipelines --- possible?

It worked! Thank YOU so much @MadisonMoniz , you've been incredibly helpful!!

msshey_

Member

October 29, 2024

Reply to Gross Revenue by Month for all pipelines --- possible?

Hi @MadisonMoniz , thank you so much! This really worked! It’s been a huge help—I’ve been working on it for hours and just couldn’t get it right. I...read more

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