Leveraging table data

Sales Profile Tab: Setup Guide with Salesforce

This profile tab displays a rep's sales performance — win rates, closed ARR, and quota attainment — pulled live from an opportunity table.

Prerequisites

Opportunity Table

You need a table named opportunity in your ChartHop account with the following fields:

Field	Type	Description
owner	Person	The rep who owns the opportunity
name	Text	Opportunity/company name
stage	Text	Deal stage (e.g. "Closed Won", "Closed Lost")
arr	Currency/Number	Annual Recurring Revenue
closeDate	Date	Expected or actual close date
contractStartDate	Date	Optional. When the contract starts; used as the primary close date for attainment calculations, falls back to closeDate

Closed Stage Convention

The template uses stage:closed to find all closed deals regardless of outcome (won or lost). Make sure your closed stages are tagged or named consistently so this filter works. Deals with stage="Closed Won" are counted separately for win rate.

Quota Field on the Person

Each rep must have a quota field on their person record. This is used for attainment calculations. The template uses asOf() to look up what their quota was in a past quarter.

What It Shows

This Quarter — Win rate, closed won logo count and ARR, and quota attainment for the current fiscal quarter.

Last Quarter — Same metrics for the previous fiscal quarter, using asOf() to retrieve the rep's quota at that time.

All Time by Quarter — A summary table of logos won, ARR, quota, and attainment % for every quarter with at least one closed won deal.

All Time Logos Won — A full list of every closed won deal, sorted by ARR descending.

How to Add the Tab

In ChartHop, go to Profile settings and create a new custom tab.

Set the tab to use a Rich Text / Template field type.

Paste the template code into the editor.

Customize as needed (see below).

Customization

Deal links

All opportunity names link to a shared Google Sheet. To update the destination, replace the URL directly in the template:

<a href="YOUR_GOOGLE_SHEET_URL">{{opp.name}}</a>

Extend the quarter date list

The all-time quarterly breakdown uses a hardcoded array of quarter start dates. Add future quarters by appending to quarterDates:
{% assign quarterDates = ['2019-07-01', ..., '2027-04-01'] %}
Each date should be the first day of a fiscal quarter.

Change the closed stage filter

If your closed stages use different naming, update the stage:closed filter. To use explicit stage names instead:
table.opportunity.find{owner=person and (stage="Closed Won" or stage="Closed Lost") and ...}

Use contractStartDate vs closeDate

The template prefers contractStartDate for quarterly bucketing and falls back to closeDate:
(contractStartDate ?: closeDate) >= fiscalQuarterStart()
If your team only tracks closeDate, you can simplify to just closeDate throughout.

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Key Template Functions

┌───────────────────────────────────────────┬────────────────────────────────────────────────────────┐
│                 Function                  │                      What it does                      │
├───────────────────────────────────────────┼────────────────────────────────────────────────────────┤
│ fiscalQuarter()                           │ Returns the current fiscal quarter number              │
├───────────────────────────────────────────┼────────────────────────────────────────────────────────┤
│ fiscalQuarterStart() / fiscalQuarterEnd() │ Start and end dates of a fiscal quarter                │
├───────────────────────────────────────────┼────────────────────────────────────────────────────────┤
│ date("-3m")                               │ A date 3 months in the past                            │
├───────────────────────────────────────────┼────────────────────────────────────────────────────────┤
│ asOf(date, { field })                     │ Returns the value of a field as it was on a given date │
├───────────────────────────────────────────┼────────────────────────────────────────────────────────┤
│ table.opportunity.find{...}               │ Queries the opportunity table with filters             │
├───────────────────────────────────────────┼────────────────────────────────────────────────────────┤
│ .count() / .sum{field}                    │ Aggregates on a result set                             │
├───────────────────────────────────────────┼────────────────────────────────────────────────────────┤
│ .sortDesc{field}                          │ Sorts results by a field descending                    │
├───────────────────────────────────────────┼────────────────────────────────────────────────────────┤
│ formatPercent() / formatDate()            │ Formatting helpers                                     │
├───────────────────────────────────────────┼────────────────────────────────────────────────────────┤
│ ```                                       │                                                        │
└───────────────────────────────────────────┴────────────────────────────────────────────────────────┘