Dashboard
14:43 Jan 11, 2017
I am creating dashboards and trying to create on that shows all opportunities by expected close quarter. We have expected close date included, but I’d like the report to show and sorted by quarter.
Is there a way to accomplish this?
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15:42 Jan 11, 2017
Dear Felicity,
In dashboard setup you can create list of opportunities (names) for the quarter with expected close date, or metric that will show the opportunities amount within the quarter. Depends on your business tasks.
Please see the screenshots below:
Kind regards,
Nataly
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