I looking for a way to filter the deals data created by date.

Jaziel Garcia
Jaziel Garcia Member Posts: 2 VERIFIED MEMBER
First Comment
edited July 16 in Sales CRM #1

Hello, good morning. I looking for a way to filter the deals data created by date. Example:
I want it to show me the data from March 3 to July 12.
I have searched in the documentation and I still can't find the way to do it, I hope you can help me with this.

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Answers

  • Oka Lesmana
    Oka Lesmana Member Posts: 23 VERIFIED MEMBER
    10 Comments First Anniversary Name Dropper Photogenic
    edited July 16 #2

    Hi @Jaziel Garcia

    The workaround is you can try generating a report from Insights. Set the created date using a custom date and select the specific date you need. This will give you a chart view and a list view. In the list view, you can also customize the fields you need.

    Hope this helps.

    Let me know if you have any questions.

    Best regards.

    Oka Lesmana

    https://www.astersense.com/

  • Jaziel Garcia
    Jaziel Garcia Member Posts: 2 VERIFIED MEMBER
    First Comment
    edited July 16 #3

    Hi, @Oka Lesmana.

    I trying to make a dashboard for a company and I want to know if there is a way to filter the data from the url.

  • Oka Lesmana
    Oka Lesmana Member Posts: 23 VERIFIED MEMBER
    10 Comments First Anniversary Name Dropper Photogenic
    #4

    Hi @Jaziel Garcia

    Sorry I missed your reply. If you're still facing issues with your dashboard setup, please feel free to reach out through our website. We can discuss it further and find a solution together.

    Best regards,
    Oka | www.astersense.com

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