The Opportunity Date Filter is a dashboard feature that allows users to refine and analyze opportunities based on two critical dates: the opportunity's creation date or the date of the last status change. This functionality is essential for customizing your dashboard to better support your business strategies and objectives.
Customized Performance Insights: Tailor your dashboard to display opportunities and sales data that reflect your strategic priorities.
Enhanced Sales Tracking: Select between the creation date and the closing date to more effectively assess sales performance.
Efficient Decision-Making: Obtain valuable insights into your sales metrics directly from your dashboard, enabling more informed decision-making.
Begin by clicking on the dashboard tab located on the left sidebar menu. This will bring you to your main dashboard view.
Locate the filter icon within any Opportunity Card on your dashboard. Clicking this icon will display the available filtering options. You will be presented with two choices: "Status Change" and "Created On." These options enable you to select the date property by which opportunities should be calculated or filtered.
Note: The filter will be applied to all opportunity cards displayed on your dashboard.
Sales Performance Analysis: Sales managers can utilize the filter to compare the number of opportunities created within a specific month against those that reached a closing status. This comparison helps in identifying trends and areas for improvement in the sales process.
Strategic Business Reviews: Business owners can apply the filter based on the last status change to evaluate the effectiveness of recent sales strategies or marketing campaigns. This analysis aids in refining strategies and optimizing business performance.
By leveraging this feature, you can gain deeper insights into your sales performance and make more strategic business decisions.
Q: What if the filter does not display any data?
A: Ensure that you have opportunities recorded that meet the criteria of the selected filter. If the issue persists, refresh the dashboard.
Q: Can I apply multiple filters simultaneously?
A: No. Currently, the Opportunity Date Filter allows the selection between the creation date and the last status change individually. For more complex filtering, consider using additional dashboard features or custom reports.
