---
title: Leveraging table data
slug: leveraging-table-data
docTags: 
createdAt: 2026-03-16T22:28:21.462Z
---

# 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

1. In ChartHop, go to **Profile** settings and create a new custom tab.
2. Set the tab to use a **Rich Text / Template** field type.
3. Paste the template code into the editor.
4. 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:

````liquid
<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.

---
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                                     │
├───────────────────────────────────────────┼────────────────────────────────────────────────────────┤
│ ```                                       │                                                        │
└───────────────────────────────────────────┴────────────────────────────────────────────────────────┘
````