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Opportunity View for Last Quarter RRS feed

  • Question

  • Dear,

    I am trying to create a view to get the Opportunities having the Estimated Close Date for the Last Quarter.

    If I use the "Last x Months" criteria with x = 3 then it will get all the Opportunities having the Estimated Close Date of the last 3 months including the current one.

    Please advise.

    Regards,

    Joe Mouawad.

    Thursday, April 23, 2015 1:08 PM

Answers

  • The filter I am talking about is near the bottom of the [very long] list.


    • Marked as answer by Joe Mouawad Thursday, April 23, 2015 2:32 PM
    Thursday, April 23, 2015 2:30 PM

All replies

  • In Advanced Find, you have an option to filter date fields by "Last X Fiscal Periods".  After you setup your Fiscal Year Settings (Settings - Business Management) you should be able to pull back the data. 

    Please make as answered if this post was helpful.

    Thursday, April 23, 2015 2:12 PM
  • Thank you for your response.

    This is true but I am setting the Quarter to a static value (Quarter 1 or Quarter 2...) however I need the last quarter.

    Regards,

    Joe 

    Thursday, April 23, 2015 2:26 PM
  • The filter I am talking about is near the bottom of the [very long] list.


    • Marked as answer by Joe Mouawad Thursday, April 23, 2015 2:32 PM
    Thursday, April 23, 2015 2:30 PM