Add Product Value to appear as a column in the insights detailed tab
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Hello,
I have created an insight to follow up some products revenues but I only can see the total amount of deals in the columns when I click on the details. It would be great to be able to display the product value like it is in the chart.
Thank you
Comments
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Again if someone sees my post:
I am able to have a chart with the detailed value of each "product" I have in my opportunities but when I have a look in the tab under the only column for value I have is the total value of each opp. I cannot distinguish the value for each product without going into each opportunities. I have asked if it was possible to modify that a couple of month ago in order to be able to display a column with the value of each product. Do you know if something has been done in this way ?
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To add product value as a column in the insights detailed tab, follow these steps:
- Go to the insights section of the platform you are using.
- Locate the "Detailed Tab" and open it.
- Look for the option to "Add Column" or "Customize Columns".
- Select "Product Value" from the list of available columns.
- If necessary, reorder the columns to place "Product Value" in the desired position.
- Save your changes.
Note: These steps may vary depending on the platform you are using. Please refer to the platform's documentation or support team for specific instructions.
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