View Open Deals per Month - Data Visualization
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Susie King
Member Posts: 1
Does anyone know of a way to view the Value of all Open Deals per month? Regardless of the current status. For example, "What was the value of Open Deals during March 2021" (regardless of whether those deals are open/closed at this point). I have been exporting data and creating Pivot Tables, can't seem to answer that question.
Thanks in advance
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You can set up an automation to take a snapshot everyday.
@Renat Gabitov has a Bardeen playbook to do this.
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