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I have my sales team using Dynamics CRM for opportunity management and one of the tasks I need to accomplish is to generate a 30/60/90 day dashboard. This would be 3 separate lists (funnels) ideally that could display in the dashboard from left to right in 3 columns, or something like that. The 30 day funnel would be opportunities with an estimated close date in the next 30 days. For the 60 day funnel I would need to show opportunities with an estimated close date in 31 to 60 days, so as not to "double count" the opportunities from the 30 day funnel. Finally the 90 day funnel would be everything closing in 61 to 90 days.
I can create the 30 day funnel no problem using advanced find in opportunities, and can have that flow into my dashboard. I can't figure out how to create the 60 day and 90 day funnels in a fashion that they don't include redundant opportunities - in other words how do I get the 60 day funnel to not display the opportunities that are 30 days out or less?
Thanks for any help.
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You will have to perform an outer join to exclude those records. Unfortunately you cannot do that using the advanced find filters yet. You will have to build a report using FetchXML or SSRS to display in the dashboard.
Refer this http://msdn.microsoft.com/en-us/library/dn531006(v=crm.6).aspx
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