When using "close date" in a report it would be great to be able to set "Today", "This Week", "Last Month", "This Quarter", "Yesterday", etc. Currently, I have to manually set the date range when using Close Date as a filter in a report, which means if I want to see bookings this week I have to manually update the filter dates each week. Who: Sales Teams What: Create dynamic reports to be used on dashboards that automatically update determined by "today" or "this week" setting when using close date as a filter in reporting. Examples: Salesforce does this for nearly all date fields. Hubspot also does this in your Sales Analytics reporting:
...read more