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I’m trying to create a dashboard that will show me deals in progress on a rolling ‘close dates’ 3 month/90 period - has anyone created anything that might be suitable for this?
Unfortunately I don't think they've included this function yet as standard, which is a little annoying @Danny_Larsen but I would also recommend calling the support desk to double check this is correct!
Hi @Danny_Larsen - you can do last 7/14/30/60/90/365 days, but nothing customisable. You can't do a rolling date range from a date field, e.g. seven days after close date.