Limiting range of deals included in Total RevenueSOLVE
Hi there. I use the Total Revenue property as a column on my contact list so I can sort by it to prioritize my work. Thing is, I need to limit this to deals closed in the last 24 months so I'm not pursuing lapsed customers.
I suppose we could accomplish this by manually deleting deals after 24 months, but there must be a better way. I'm using the free version now but I'm willing to upgrade if there are features I'm missing that would accomplish this in paid versions.
Solved! Go to Solution.