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JSchmitz2
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Member since ‎Feb 25, 2025
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JSchmitz2
Participant
April 25, 2025
Reply to Legends not displaying when Deal count = 0
Hi Ruben, those are some great suggestions. Thank you! I thought of another way to show this info using a custom poperty. Is there a way to crea...read more
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JSchmitz2 on April 22, 2025
Legends not displaying when Deal count = 0
I finally have a chart I'm happy with the exception that the legend doesn't populate for Deal Stages that do not have Deals. I can get the stages to show up in the legend if I enter 0 for the Forecast Amount but then my Deals couunts are off. Any su read more
Reply Discussion CRM
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JSchmitz2
Participant
April 20, 2025
Reply to Deal velocity and momentum
Hi Karsten, I'm getting there. Thanks so much for your help. Two questions on the chart below: 1. Is it possible to show the revenue amounts as ...read more
JSchmitz2
Participant
April 16, 2025
Reply to Deal velocity and momentum
I was able to create this report. It's a good start but I would like the columns to sum week to week i.e. a running total. I would also like to the ...read more
JSchmitz2
Participant
April 16, 2025
Reply to Deal velocity and momentum
@karstenkoehler Thanks for your response. I don't think I need anything that detailed. Here's an Excel view of what I'm trying to create. WWxx is j...read more
JSchmitz2
Participant
April 16, 2025
Reply to Deal velocity and momentum
Hi Karsten, I looked at that report and if I understand correctly it measures Deal velocity by looking at Deal closing timeframes. Our products recen...read more
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