Report on Deals with Changing Close Dates
Is there a way to identify deals where the Expected Close Date has been updated? I can read the details in the changelog but I I am looking for a way to report on deals that have the constantly sliding Close Dates.
Inês Batata Admin Posts: 2,925edited October 2020 #2
Hi @Mike Brookover !
I'm afraid it's not possible at the moment to create a filter condition that is "Expected close date has changed", but I will forward your suggestion to our team for consideration.
I took a look at our API Reference and there doesn't seem to be an endpoint specifically for expected close date, so I suggest you take a look at some of the Analytics integrations in our Marketplace - here's a quick search I did for you.
Thank you for your feedback!0
Nissim Moshe Posts: 2edited February 2022 #3
Mike, Ines, hello,
While at it, it would also be great to be able to report on changes in other additional key fields we would typically review week on week - deal stage, value, status, or a even a custom field, such as current situation, for example.0
Inês Batata Admin Posts: 2,925edited August 2020 #4Nissim Moshe said:
Mike, Ines, hello,
While at it, it would also be great to be able to report on changes in other additional key fields we would typically review week on week - deal stage, value, status, or a even a custom field, such as current situation, for example.
Hi @Nissim Moshe , thank you for your input!
Custom fields will be coming down the line (stay tuned!) and all the other ones you mentioned are already conditions you can choose when creating your report in Insights, take a look here.
We want Insights to be able to do everything that the "classic" reports did and then some, so here are some pro tips to stay on top of things:
- Follow this topic to know what we're working on currently.
- Join our Research and Beta Testing channel to be the first to know what's coming up and the chance to try out early versions of new and improved features.