Insights dashboards: rolling dates?

Elena Kazarov
Elena Kazarov Member Posts: 18
First Comment
edited July 2022 in Sales CRM #1

We often want to see "in the past 30 days...." or "in the past", what happened with a stage/pipeline. This helps us narrow in on Deal owners that aren't tracking or mistakes. Any way to create dashboards that match this kind of criteria? Examples:

  • Expected close date < 30 days from Today (with "Today" being something that updates automatically in the Dashboard, without the user having to change it)
  • RFP Release Date = in the past AND Status does not equal Proposal Submitted (is "in the past" possible?)

@Josh Monifi 


  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091 PIPEDRIVE TEAM
    First Anniversary 5 Insightfuls 5 Likes 5 LOLs
    edited February 2021 #2

    Hi @Elena Kazarov could you help me understand just a little better please. What exactly do you want to see and why do you want to see it?

    Is it just a filter? Or you literally want to see how the Pipeline looked like 30 days ago for example?