Reporting on Deals
SOLVEIt would be great within reports to have another option for deals that simply indicates "Past Due". Currently I have a report created for management, but have to manually readjust the close date every time. An additional option for deals that are past/overdue at any point in time would be helpful.
1 Accepted solution
Reporting on Deals
SOLVEHi @JUken,
When you replace Create date under Required filters with Close date, you can get close by filtering for "is last 356 days", for example.
Best regards!
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
Reporting on Deals
SOLVEHi @JUken,
When you replace Create date under Required filters with Close date, you can get close by filtering for "is last 356 days", for example.
Best regards!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
