Would be very helpful to have a deal Overview available for reports in the Dashboard.

Erik Christensen
Erik Christensen Posts: 62
Second Anniversary Photogenic
edited July 24 in Sales CRM #1

The context available here would be very nice to see.

It exists in regular table columns, but having the overview in the dashboard means people seeing a deal listed would know context to the deal and help out team outside of the CRM know what's up.

Comments

  • Inês Batata
    Inês Batata Admin Posts: 3,153 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited February 24 #2

    Hi @Erik Christensen !

    If you save your Report in Table format, when you add it to the Dashboard it will show up in a list format, which will be visible to people outside the CRM when you use a Shareable Insights link. 🚀

    Hope that makes your life easier!

  • Erik Christensen
    Erik Christensen Posts: 62
    Second Anniversary Photogenic
    edited October 2020 #3

    Hi @Erik Christensen !

    If you save your Report in Table format, when you add it to the Dashboard it will show up in a list format, which will be visible to people outside the CRM when you use a Shareable Insights link. 🚀

    Hope that makes your life easier!

    I'm good with setting up the table's, pretty good we can add this in.

    Issue is that the available fields do not contain an overview object - https://drop.littlerocket.dev/yeyHwB

    If I could add Overview to the Visible items in the report, that would give context to a row item.

  • Inês Batata
    Inês Batata Admin Posts: 3,153 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited November 2020 #4

    Hi @Erik Christensen !

    If you save your Report in Table format, when you add it to the Dashboard it will show up in a list format, which will be visible to people outside the CRM when you use a Shareable Insights link. 🚀

    Hope that makes your life easier!

    I'm not sure I understand... can you please clarify what you mean by "overview object" ? Thank you.