Hi All,
In the 'My Open Opportunities' view is there a way opportunities that are in stage 'Closing' reflect only ones with 'Est Close Date' of current month?
If I put a filter for 'Est Close date' to current month it applies to all stages and not just Closing, but I want the current month filter on Closing stage alone and not all stages, is there a way to do this?
Thanks in advance for all your help , much appreciated !
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Hi Ben ,
I know this is a little late but realised I did not leave a note of thanks for you brilliant reply. Thanks heaps for this :) was very helpful!
It's a complex query that you won't be able to do from a dashboard view but you can do from Advanced find. My advice would be to create the view in advanced find starting from the My Open Opportunities view and add something like the diagram below - you need to group the Closing and Close Date fields first using an And statement then combine the And statement with the other stage options using an Or Statement).
Once you've done that you should be able to save the view and add it to your dashboard for future use.
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