Hello, I have a few questions.
A. About the average deal value dashboard
- Why aren’t the “average won deal” and “average deal” values automatically updated with the product value data I entered in the deals?
- Where does the average value come from?
- I’ve tried the “enable forecasting” option and manually input the deal value, but nothing changes in the dashboard.
- Lastly, I tried using “create quotation,” but the value didn’t update in the CRM dashboard.
How can I ensure that when I input the product and price for each deal, the average deal value on the dashboard is automatically updated?
B. About lost reasons
How can I change the lost reasons I’ve entered for deals with lost status? It’s not a lost type, but I want to see the full list of reasons for each lost deal.
Please help me with these issues and my questions. Thank you very much.
