Revenue Analytics - other Start Date than Deal-Close-Date + Filters

@MollUser1

Could you use a different date for the closing date and then mark the standard close date when revenue is attributed. You could even create a workflow that does this and resets the deal after a close for the official close. Note that you can make two closed-won stages in a single pipeline.

Additionally, you could automatically create another Deal in a new pipeline that closes when revenue is attributed. Then you can run your analytics off those metrics. You don’t have to house any other data than the attributed revenue.

Ping me if you want more ideas on automating any of this or to look at custom objects and operations hub for solutions. I would love to know more about your use case. davey@pearagon.com.