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Rory Groom

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RGroom on January 11, 2023

Showing pipeline progress

Hey, I'm trying to create a report showing pipeline difference today vs previous months, however, the default is to sort by 'create date'. Since some opportunities take longer to come to fruition, this isn't an appropriate way to segregate them. I read more

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1 upvote

6 Replies

RGroom

Member

January 11, 2023

Thanks Jolle, The historical reports suggested by karsten was just what I needed. I appreciate your reply.

Solved

RGroom on January 11, 2023

Showing pipeline progress

Hey, I'm trying to create a report showing pipeline difference today vs previous months, however, the default is to sort by 'create date'. Since some opportunities take longer to come to fruition, this isn't an appropriate way to segregate them. I read more

Reply Discussion Professional

1 upvote

6 Replies

RGroom

Member

January 11, 2023

Thanks Jolle, The historical reports suggested by karsten was just what I needed. I appreciate your reply.

Solved

RGroom on January 11, 2023

Showing pipeline progress

Hey, I'm trying to create a report showing pipeline difference today vs previous months, however, the default is to sort by 'create date'. Since some opportunities take longer to come to fruition, this isn't an appropriate way to segregate them. I read more

Reply Discussion Professional

1 upvote

6 Replies

RGroom

Member

January 11, 2023

Thanks Jolle, The historical reports suggested by karsten was just what I needed. I appreciate your reply.

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