Report on Contacts created, New leads, New deals
Hi,
Beginner question here.
I would like to create dashboard report to see how many contacts were created during the period, how many leads were created and how many deals. All in the same graph.
Is there a way?
Thanks
Comments
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I would like this report as well, did you ever discover a solution?
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Not in the same graph, but you can add multiple charts to the same dashboard under Insights.
You can also set up a data pipeline and visualize this data in a BI tool like Tableau.
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@Gabriel Enzo and @Jami Erickson you're not able to report on contacts, but you can reports on leads and deals. Here's 2-min a demo video on how to create those reports and add them to a dashboard - https://www.loom.com/share/5de9e54631fd4b8b969ad6220c838b27
If you have any other questions, feel free to reach out!
Liz
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Thank you, that helped a lot!
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