Adding Custom Data Fields to Dashboards?

Chris McIntyre
Chris McIntyre Member Posts: 1
edited July 2022 in Sales CRM #1

Is there a way to add custom data fields from a deal into reports/insights/dashboards? We have a custom field we added and i would like to show the count of deals that have a certain value in that field.

Our example >  the custom data field is the name of the project manager that will be implementing the deal once it closes. I am trying to add counts to my dashboard for each project manager to show the number of deals they have helped implement over a month/year since we do 500+ projects a year.

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  • Mike van der Valk
    Mike van der Valk Product Manager Posts: 3,240
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited January 2021 #2

    Hi @Chris McIntyre 

    This is actually available in our Insights reporting. Unfortunately it's only from Professional plan and up.

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