Option to Include inactive opportunities on the Analyze tab

I make opportunities inactive once they have been accepted or rejected and the fiscal year is over.  We would like to use the analyze tab to compare and track opportunities over entire campaigns, but I do not want to keep them active so they are calculating on people's work center.  Thanks! 

  • Ellen Smith
  • Nov 7 2016
Data analysis
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  • Allison Phillips commented
    June 29, 2022 16:01

    This is so important for metrics. This seems to be a simple add to the columns in lists, filters and the analysis areas of NXT. As well as the out of the box Opportunities Report. This allows for greater use of existing functionality just by bringing in another field from database view into NXT.


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