Sales Pipeline Report
I would like to use our own field, "Contract Amount" to fill the "Sold Revenue" column. Can you allow us to select one of our created fields? We don't currently use the estimating or invoicing portion of JobNimbus so I get a column of zeros.
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Scott Feller
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You can already choose your own custom field in the Sales and Jobs Pipeline Reports.
If the field you have is on your Contacts, use the “Amount Field” dropdown at the top of the Sales Pipeline report to choose the field.
If the field you have is on your Jobs, use the “Amount Field” dropdown at the top of the Jobs Pipeline report to choose the field.