Hi,
I am trying to set up a filter that shows opportunities that entered a certain stage within the current month. Can anyone explain how I can achieve this?
Thanks in advance.
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Hello,
In order to set up the filter to see the opportunities that entered a certain stage within current month, you need to create a filter by the "Start Date" field in "Stages" opportunity detail:
Then change "count" to "exists":
And in the sub-filter choose the field "Start". This is the field of the start date of a stage:
And along with this setup a regular filter with the needed stage.
Create a filter in which your select Stage = "Your stage" AND Created on = "Current Month"
Hello,
In order to set up the filter to see the opportunities that entered a certain stage within current month, you need to create a filter by the "Start Date" field in "Stages" opportunity detail:
Then change "count" to "exists":
And in the sub-filter choose the field "Start". This is the field of the start date of a stage:
And along with this setup a regular filter with the needed stage.
Mira Dmitruk, I really appreciate the in depth reply. That has helped me achieve what I needed. Thanks so much!