Add OR Filtering Logic to Insights
McCorvey IT
Member Posts: 4 VERIFIED MEMBER
I'd love to use the Revenue Forecast report to do what-if analysis in Pipedrive, but this is not possible with the current filtering capabilities.
For example, the default filter criteria on this report includes all Won and Open deals in the current forecast period. I'd like to be able to add filter criteria to only include certain Open deals but still pull in all Won deals so these are both displayed on the report and associated chart. Without the OR I cannot build this filter logic.
1