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How can I add the expected investment amount for a deal in my deals pipeline? I can't find a field for that, do I have to create a custom field where I can input the amount I am expecting to invest ($100k, $200k, etc.) - If I did so, will this reflect on the stats on the top of the deals pipeline table: Expected Investment $$
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Great question! You're right that you can add a custom field for expected investment amount in the Deals pipeline. Here's how:

  1. Go to your Deals pipeline
  2. Click on any deal to open the slideover
  3. Click the Overview tab
  4. Click "Add a new data point"
  5. Fill out the fields and check "Show this data point as a pipeline column"
  6. Save the data point

However, I don't have clear information on whether a custom field like this would feed into the Expected Investment $$ stat displayed at the top of the deals pipeline table. That stat may be calculated based on built-in fields rather than custom ones.

To get a definitive answer on that, I'd recommend reaching out directly to the Decile Hub support team so they can confirm whether the custom field would connect to that calculation, or if there's another built-in way to capture expected investment amounts per deal.

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