Sales Pipeline View Quantity/Units instead of Value

Danilo Telles Zelinski

Hi all,

 

OUr sales targets are based on the amount of money we raise, not the $ amount they generate, which is pretty traditional in the fund management industry

Is there any way I can view the Quantity in the pipeline instead of the $ value based on the fee generated?

If I could see both that would be of course even better

Thanks

Danilo

 

Mike van der Valk

Hi @Danilo Telles Zelinski 

It can't calculate towards the top of the pipeline where you see the total. However, you can create a custom monetary field where you hold this value, then you can export your deals once every now and then in in the spreadsheet calculate it all together.