Dashboard Issues

Corey L. shared this question ago

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As much as I want to trust the dashboard, every time I spot-check the data it is incredibly wrong. Every. Single. Time.

Has anyone had luck generating reliable dashboard reports?

TIA

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Susan M. ● 3 months ago

I am usually able to match up a manual report w/ a dashboard to check the numbers. Let me know of a recent example and I can help

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Corey L. ● 3 months ago

I am trying to get sales numbers from last year on a unit-by-unit basis. Bonus points if each line item includes *customfield-178985*. I used a built-in dashboard, but it shows $149 being earned in 2024 on a unit that wasn't even in the system until last week (Rentals ID: 2704945)

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Susan M. ● 3 months ago

I ran this report and filters to match up with your rental dashboard sales. I cannot add that optional field to this report because that is an optional field for inventory items and this report is being pulled from leads:

66bb13104b6bb346160b47f0c4bfd711

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