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.

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  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited 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!

  • Nissim Moshe
    Nissim Moshe Posts: 2
    edited February 24 #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.

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited August 2020 #4

    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: