Dear community,
I am trying to show next to a contact the total deals value only for those that are WON. I dont want i.e. to include values for deals that are pending or lost. I use MIRROR but it shows total for all DEALS (LOST + WON + PENDING).
Can you please help me on this?
Thank you
You can achieve this by using a Formula Column combined with a Mirror Column. Since the Mirror column pulls all deal values, you’ll need to filter only the WON deals.
Try setting up a Filtered Connect Boards Column instead of a standard Mirror column, this allows you to display only linked deals that match specific criteria (in this case, WON status). If that doesn’t work, another option is using an Automation: When a deal is marked as WON, update a column in the Contact’s board with the deal value.
This way, only the total of WON deals is reflected.
thank you very much dear @TimSburv, i will try it and let you know