Historical pipeline with rolling 18 months

2 Sep, 2024 | Admin | No Comments

Historical pipeline with rolling 18 months

Hey everyone,

 

I am trying to create report on development in our pipeline with two views, one is total amount of deals with closed date till the end of year and one with rolling 18 months view. basically we will be capable of seiing if the sales people can even fulfill goals and how many things are in pipeline for future. 

My questions is if I can use histrocial snapshots for this to see development. I tried using close date filter with less than 547 days from now, but i seems its not working correctly.

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