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!
I am in need of something similar but have a question. I want to see if any opportunity changed to a stage in the previous week. I was curious based on the above answer if a opportunity changed to the stage we are searching but also was changed to the next stage if it look at the current stage the opportunity was in or if it ever changed to that stage during that timeframe?