Opportunity Date Added needs to be a filter in Reporting

This is in Lists, but it's missing from Reporting as an Opps Dashboard filter and in Insights, both standard and custom, as a filter. This is needed. To measure "new proposals" or "new opportunities" we need to know when it's added, just like Lists allow, not the other date fields. If there was reason to add it to Lists, that same reasoning applies to these other two areas as well.

  • Bill Connors
  • Jun 30 2020
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  • Barbara Martell commented
    July 01, 2021 20:14

    Yes, and why is the selection for date filters in the stock Opportunities dashboard a series of checkboxes by month instead of a date range? It's nearly impossible to use.


  • Jamie Hurst commented
    June 30, 2020 18:16

    Agreed - this would be incredibly helpful for us in terms of tracking fundraiser performance and pipeline growth.