Filter for close date

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New Contributor

Hi Everyone,

 

I want to make a filter that shows me the deals of the upcoming three months. I want to filter this every week. Could someone help me?

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Advisor | Partner

Hello Mark,

 

When you navigate to "Deals", in the sidebar on the left you can click "+ Add filter" and search for "Close Date".

 

Here you'll find some options, none of which is exactly what you're looking for, unfortunately. Under "Close date is" you can select "This quarter" which would show you all deals with a close date up to the last day of the quarter - but not exactly three months from today, tomorrow etc.

 

The other option would be to change this filter on a weekly basis and use the "Close date is between" option, and manually add the dates from today until three months from today.

 

Hope this helps!

Karsten

Karsten Köhler
Freelance Digital Marketing Advisor

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1 Reply 1
Highlighted
Advisor | Partner

Hello Mark,

 

When you navigate to "Deals", in the sidebar on the left you can click "+ Add filter" and search for "Close Date".

 

Here you'll find some options, none of which is exactly what you're looking for, unfortunately. Under "Close date is" you can select "This quarter" which would show you all deals with a close date up to the last day of the quarter - but not exactly three months from today, tomorrow etc.

 

The other option would be to change this filter on a weekly basis and use the "Close date is between" option, and manually add the dates from today until three months from today.

 

Hope this helps!

Karsten

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin vereinbaren


Hat mein Beitrag deine Frage beantwortet? Bitte hilf der Community und markiere ihn als Lösung.