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Deal Card Custom Field Column in Master Report

The Deal Card Custom Field Column in the Master Report is a section that lets you show specific details about each deal. It makes your reports more personalized and helps you see important information at a glance.

Use Case: Easily view customized deal details in one column.

Note: This feature is in both the sales dashboard and Deal charts.

To View the Enhancement:

  • Navigate to the Pipelines module.
  • Click on the ellipsis icon located in the top right corner.
  • From the dropdown, select ‘Deal Charts’.
  • Select ‘Master Report’ from the deal charts option.
  • There you will be able to view the custom field column for the deal card you created.

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