Answered

Pipeline Filtering in Kanban View

Hello,

I'm hoping someone in the community has the answer for me!

I'm attempting to filter the pipeline so that we see all opportunities in all pipeline stages but only sales that were closed/won in this fiscal year.

I'm able to filter by stage in the other stages of our pipeline and that works. 

But it seems that I can't get filter by Actual Close Date to work. Whether I choose "less than" or "greater than" X date doesn't seem to matter.

My understanding is that closed sales from all time will remain in the "Closed/Won" state. But it would be really helpful to filter it so that you see what's been "Closed/Won" in this year.

 

If anyone out there has this working for them, please let me know. Thanks so much!

 

Below is the image of my current filter settings to try and get Closed/Won of this fiscal year:

 

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Comments

3 comments
  • Hi David, 

    The issue that you are having is due to the "OR" operator at the start of your filters. I can not see the first 3 steps of your filter but I recommend adding filter logic anytime that you are using the "OR" Operator. 

    This link will show you how to use filter logic in more detail. 

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  • Thank you for the response, Erin. Do you know of anyone who can help us with the appropriate filter logic for our needs?

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  • Hi David, 

    I am happy to help. You can book some time with me here: https://calendly.com/s/lfWfQMWW

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