Is it possible to use Close Date in Reports?
Specifically, I am trying to see a dynamic view of how many open opportunities are assigned to each owner each month based on the opportunities’ close date. For us, close date is a fixed date when the opportunity will be closed out, so we would like to be able to see a view of our owners’ caseloads each month based on how many opportunities will be open at that time. Is this possible?
@kyla.oneill , thank you for your question!
Yes, no problem, this can be setup in Reporting. If you need additional reporting support, I recommend attending the weekly drop-in Q&A session, or checking in with Copper in-app chat support.
I’ve included a screenshot of the setup:
1. Add Opp Record Count
1. Add Opp Owner
2.Add Date Field → Opp Closed At → Month