Deals listed based on expected close dateSOLVE
Jul 17, 2019 7:37 AM
Ok makes sense. What you will need to do first is build a custom report.
To do this go to the reports button and click custom report. From there select the 1 data set option and select deals.
You will now get in to building a report of deals. One the first screen, you will need to add deal property for close date
Once you have added that in the center of the page you will see a tab to switch from data to Visualization.
When you configure your chart you will want to display by close date and measure by amount (or whatever property you use)
You will notice below the chart is a table with the months and amounts on the right. Click on the amount in a month to see the deals with a close date in that period.
Happy to explain further if this didn't help. Let me know!