Code in Filters?
Can I use any kind of code or formula in the filter field?
I'm looking to create a dashboard that will display essentially "upcoming potentially recurring events". For me I'm defining that as events that were over $500 in any of the previous years happening in the next calendar month.
ie. If it is February now, and last March we did a $1000 event for XYZ Co., I want that lead to show up in the dashboard. Along with any other events we did in Marches of past years with totals over $500.
(I'm not sure what our results are going to look like exactly, so I also want to be able to change the filter a bit to optimize the results, such as showing results for more than just "Marches", or perhaps a rolling 90-day (or more) look. Or maybe adjusting the total to $300, or $700, etc.
The same question
For this kind of report, you could create a filter that separates leads over $xx.xx that occurred over 335 days ago, and within the last 365 days. This creates a "rolling-30" type of filter. Then you can apply this filter to a leads report to view this from your leads screen or dashboard. You can easily adjust the window or threshold to suit your needs.
For this kind of report, you could create a filter that separates leads over $xx.xx that occurred over 335 days ago, and within the last 365 days. This creates a "rolling-30" type of filter. Then you can apply this filter to a leads report to view this from your leads screen or dashboard. You can easily adjust the window or threshold to suit your needs.
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