Build a custom report
Build your own report in the report builder, for example open deals by source, and save it as a card on your dashboard.
Videolar ingliz tilida.
Nimalarni oʻrganasiz
- Pick the data
- Click New report on a dashboard and choose a data source, such as opportunity records. Stage history and comments are there too. The preview updates as you go.
- Group and filter
- Add a field to group by, such as Source, then add a filter, for example Stage is none of Won and Lost, so only open deals count.
- Chart and save
- Under Visualization, pick a chart; ones that don't fit the data are greyed out. Name the report and save it as a card you can edit from its menu.
Hisobotlar va avtomatlashtirish
5 ta darsTaxminan 14 daq
Oʻzlashtirish0%
Tegishli maqolalar
- HisobotlarHaqiqiy mijoz maʼlumotlariga tayangan qarorlar qabul qilish uchun voronkadagi faollik, yutuq/yoʻqotish natijalari va bosqichma-bosqich bitimlar yoʻqolishi boʻyicha moslashtirilgan hisobotlar tuzing.
- Bitimlarni boshqarishMijozlar, imkoniyatlar, vazifalar va voronka holatini bir joyda boshqaring — qoʻlda kiritishni yoʻq qiladigan AI yangilanishlari bilan.
- IntegratsiyalarMijozlar bilan har bir aloqani avtomatik yozib olish uchun PromptLabʼni elektron pochta, kalendar, xabar almashish, unumdorlik va ERP vositalaringizga ulang.