Dashboard Enhancement | Opportunity Date Filter

Dashboard Enhancement | Opportunity Date Filter

Software Updates

December 19, 2023 ● 2 min read

Dashboard Enhancement | Opportunity Date Filter
Exciting news for our CRM users! We’ve just rolled out a game-changing feature on your dashboard, allowing you to tailor your opportunity tracking experience by filtering and calculating based on either the creation date or the last status change. Gain unprecedented flexibility in analyzing sales data and making informed decisions with this latest enhancement.
Dashboard Enhancement | Opportunity Date Filter: It tailors your funnel and website elements specifically for mobile or desktop viewing, offering enhanced customization options at the element level. 👇🏻

⭐️ Why Does It Matter To Your Business?

  • Customized Performance Insights: Tailor your dashboard to view opportunities and sales data in a way that aligns with your business strategy.

  • Enhanced Sales Tracking: Easily analyze sales performance by choosing to calculate opportunities relative to creation date or closing date.

  • Efficient Decision-Making: Make informed decisions with a quick glance at your dashboard, gaining deeper insights into your sales metrics.

⭐️ How To Use Dashboard Enhancement | Opportunity Date Filter:

  1. Access your CRM dashboard by clicking on the dashboard tab on the left sidebar menu. On your dashboard click on the filter icon in the Opportunity Level Card to change the view.

  1. After clicking on the filter icon you will see two options “Status Change” & “Created On”. You can select the date property on which the opportunities should be calculated or the status change.

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