Deal dashboard

Marc Dabbs
Marc Dabbs Member Posts: 2 VERIFIED MEMBER
edited July 2022 in Sales CRM #1

Is there a way to change which deal fields are displayed on the snapshot displayed on the deal dashboard.

For example, each deal in my dashboard currently displays 3 fields (Deal name, Org Name and Deal Value) all of which are great, but I need to also display a custom field here - is there any way I can do this??

 

image
Choose from a wide variety of shapes to create diagrams and charts. Free from Google.
image?w=579&h=382&rev=74&ac=1&parent=1G4NWmBvhK-r0QOdgVpP0pWnDczD4Dt9jYeOwdhCd-io
Tagged:

Comments

  • Seda
    Seda Posts: 72 VERIFIED MEMBER
    100 Comments Pipedrive Team
    edited February 2022 #2

    Hi @Marc Dabbs ! Are you referring to the Insights dashboard? If yes, then you can add/remove columns you would like to see in the table block, using settings icon.
     

    image
  • Marc Dabbs
    Marc Dabbs Member Posts: 2 VERIFIED MEMBER
    edited July 2020 #3
    Seda said:

    Hi @Marc Dabbs ! Are you referring to the Insights dashboard? If yes, then you can add/remove columns you would like to see in the table block, using settings icon.
     

    image

    Thanks for responding. However, it's within the 'Deals' option on the main top menu, not progress - insights. I did attach an image but doesn't look like it has uploaded properly

This discussion has been closed.

Categories