Report by Labels on Deals

Hi,

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. 

Thanks

Keith

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  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited 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.

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  • Keith Greywood
    Keith Greywood Posts: 42
    10 Comments Second Anniversary Photogenic
    edited February 24 #3

    It's not a custom field (which is professional plan only anyway) - it is a default field

     

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    It's not on the segment dropdown, but it should be. 

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  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited June 2020 #4

    It's not a custom field (which is professional plan only anyway) - it is a default field

     

    image

     

     

    It's not on the segment dropdown, but it should be. 

    image

    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!

  • Oksana Sivchenko_35961
    edited March 2021 #5

    Hi!
    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!

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