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Agent 3

Joined May 13, 2021

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Last activity Nov 28, 2022

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Agent 3 commented,

CommentHow to use smart lists and reports in the sales CRM

Hi,

Is it possible to have a dashboard widget displaying the number (volume per year ex.) of different segmented customers?

I have tried to add tags or custom field, where I segment the customers and then gather these in smartlists. Then using the smartlist dashboard as widget, however I am not able to display all details counted in one smartlist widget.

An example would be having a dashboard showing:

Customer segment               Number of new customer 2021     

B2B                                                       80

B2C                                                       30

B2E                                                       50

Would you please advice if this is possible in any matter?

Best regards

Lise

 

 

View comment · Posted Jan 06, 2022 · Agent 3

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