Answered

How to filter a dashboard card by year

Hello, 

I'd like to filter an opportunity dashboard card by year. 

To be precise, I'd like to know what is, for instance, the Sum of the Total Sales Value, only in 2018. 

Is there a way to filter, manage or set-up our dashboard to view it ? 

Thank you in advance. 

Paul 

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  • Hi Paul,

    Thanks for contacting us.

    You will first need to create or clone the opportunity card.

    From Categories, drag "actual close date" to filters, and filter the dates accordingly.

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