Report for Deal Stage Status per MonthSOLVE
May 3, 2018 12:58 PM - edited May 3, 2018 1:10 PM
I am trying to create a report that for each month it will show how many deals per deal stage are. I had thought I had figured it out by tracking it by last modified date, but just recently found out that the last modified date related to editing contact info and not the deal modified date. Anyone know how to properly track this?
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May 3, 2018 2:42 PM
Hi @chewbecca The issue here is that we don't have a filter option to include all reports. The Date Property/Date Range filters required that you select a date property as a filter. You can select Create Date / All Data but then you won't be able to break down by month.
You can also select Create Date / Last Month or Custom time frame but that will only include deals created in that month, not all open deals.
Instead of one report, you may need to create a series of reports focused on a specific month, using specific date properties, or you can narrow your focus, such as using create date or close date as filters.
Hope this helps.
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