How to manage homepage opportunities dashboard


I am writing to you concerning Opportunities dashboard on the homepage of Insightly.

Currently I am annoyed because the numbers displayed do not really correspond to what I would like to see:

  • Total sales: is it possible to display amounts only for the current year?
  • Opportunity states: is it possible to exclude won opportunities?

In relation to that, do you remove from your CRM wons opportunities, or do you keep them at risk that this dashboard displays very old numbers?

Thank you for your help,




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