Report by Labels on Deals
In the reporting section, I'd love to be able to see the split of deals with different labels. Currently this does not seem to be a field.
As leads are labelled and added as deals depending on lead source, and I'd like to then analyse the performance of these via the label. It would be much more useful for me rather than just focusing on won deals due to the nature of our long time to close a deal.
Inês Batata Admin Posts: 2,917 COMMUNITY MANAGERedited June 2020 #2
Hi @Keith Greywood !
Using a performance type of report in Insights, you can choose from the drop-down menu to segment your deals by Label. If this is giving you an error message, please reach out to our Support team so they can help you troubleshoot.0
Keith Greywood Posts: 39edited February 2022 #3
Inês Batata Admin Posts: 2,917 COMMUNITY MANAGERedited June 2020 #4Keith Greywood said:
It's not a custom field (which is professional plan only anyway) - it is a default field
It's not on the segment dropdown, but it should be.
Hi @Keith Greywood , thank you for reporting this.
We are aware it's a default field and it has been showing up as if it were a custom one for some users, which it shouldn't. In some cases, it will show up if you search it by typing the name but the report will give an error message, which could be your case too.
I suggest you reach out to our Support team so they can help you with any technical troubleshooting necessary so you can use the Labels as a variable for your report. Thank you for your patience!0
Oksana Sivchenko_35961 Posts: 1edited March 2021 #5
I constantly get the message that the results can't be displayed (see below). I've already tried to filter pipeline by pipeline, owner by owner, etc., tried all combinations but it still doesn't work. How can it be fixed? Thanks!0