Understanding filters

Smart CRM & Sales Hub Dashboards & Reporting
1

Hi,

I try to build a report that will show me all open deals vs closed won in 2024, value above 100k. Why when filtering in the view I got diffrent resoults than I see in the report? filters seem to be the same..

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In view I see 881 records and in report the total is 973 :

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any advice? :slightly_smiling_face:

Milena

2

Hi @MTraczyk,

Can you please confirm what exactly the data sources of your reports are? It should be deals only and deals as a primary data source.

Besides that, there are some small nuances:

  • ‘greater than or equal’ vs ‘greater than’ 100k
  • ‘between 1/1/2024 and 12/31/2024’ vs ‘last year’ – I’m not sure of the top of my head about inclusivity roles for date filters, but try to set the exact same one

Best regards

3

that was the issue - greater than or equal’ vs ‘greater than’ 100k, now the numbers are the same! thank you :slightly_smiling_face: