En Pronosticos el filtro de "Mostrar por" - NO FUNCIONA
En la vista de PRONOSTICOS, al intentar filtrar y escoger "Mostrar por" escojo un campo fecha (campo adicional), no realiza el filtro y no muestra ninguna informacion.
Alguien me puede ayudar con este problema
Gracias
Comments
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Hi @Carlos Alvarez !
I hope you don't mind that I answer in English, as unfortunately I don't speak Spanish.
The Forecast view (Pronósticos) will only show deals that are open and have an expected close date (or another custom field date) within the time period that you're looking at in the calendar (for example, the months of August, September, October).
If that filter shows no deals, it means there are no open deals in those conditions. Also make sure to check which Pipeline and Owner you're filtering for in the two drop-down menus in the upper right corner.
Learn more here: Vista de Pronóstico.
If you've checked this and there's still something wrong, please reach out to our Support team so they can help you troubleshoot: ¿Cómo puedo contactar con el equipo de asistencia de Pipedrive?
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@Carlos Alvarez Update: Forecast Goals are now available too. Learn all about it here. 🚀
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- 🔮 Follow What's Planned to know what we're working on currently and what’s to come.
- 🧪 Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.
- 🔎 Learn all about any of Pipedrive’s features from our Knowledge Base tutorials in your preferred language and our Academy video courses. Simply search for your topic!
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