What I have: I have an estimating pipeline set up. It’s a project that’s being used to track bids that we have submitted. Each asana task is a specific bid, and each bid has a value associated with it along with other data points. The columns and some sample data look like this: Task Name Ass…

I’ve merged your post into an existing topic where you can click the title to scroll to the top and vote by clicking the purple Vote button, like I did! Thanks, Larry

Create sales goal from project value

lpb Split this topic 13 December 2024 05:56 2

Create sales goal from project value