Would be very helpful to have a deal Overview available for reports in the Dashboard.
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.
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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!
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Inês Batata said:
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.
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Inês Batata said:
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.
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