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Customer experience | Sales, Customer Insights,...
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Opportunities not closed as expected

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Posted on by 10

Hello,

We would like to create a view of all our open opportunities where estimated close date are moved during the last month. Is it possible?

Thx

  • Suggested answer
    MikeC282 Profile Picture
    MikeC282 2,115 on at
    RE: Opportunities not closed as expected

    A quick and simple way of potentially doing it is creating another date time field on opportunities called Est Close Move Date.

    Then create a flow that triggers on Est Close date modification and update that date time field to the modification date. You can then use that date time field as your view filter.

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