Ability to use custom fields in the opportunity widgets in the dashboard
in progress
S
Sheryll Chua
Within the opportunity widget, filter options are limited to:
Date Created
Date Last Updated
Date of Status Change
These selections are available in the "View by," "Date Property," and "Conditions" dropdown fields.
However, we have customers who need to filter opportunities based on their own unique criteria, represented by custom fields in the opportunity.
Allowing to filter opportunities using custom fields will significantly enhance the flexbility of the opportunity widget and the reports that can be generated.
B
Brian A Pappalardo
I just ran into this. We have a date custom field and just want to show a line graph where the X axis is the date. Hopefully this update will handle that use case as well.
K
Keith Besherse
And on contracts/documents.
G
Guillaume Cormier
It would also be nice if you could sort by instead of date added to sort by appointemement, so that you could see your appointement incoming in order
for example i have a client that has multiple sales ppl and around 20 appointements per day that he has to dispatch between his 5 reps but at all times he is booked 2 weeks in advance and cant really filter for appointements date nor have them ranked by the time until the appointment.
A
Alex Wonnell
I completely agree! We really need to be able to filter by Opportunity Source during our monthly marketing reports with clients, because that is how we track the success of Google, FB, paid, organic ads, etc.
At the moment, you can select by Custom Fields, but these are the custom fields that we ourselves have created. The Opportunity Source we use for all our opportunities is the Custom Field that is already a GHL default custom field, as you can see in the attached image, along with Opportunity Owner, Lead Value, etc. And from that Opportunity Source filter we could check on or off the filter of every unique Opportunity Source, as displayed in the Lead Source Report.
Thank you so much, this would be amazing!!
S
Shane Walter
It looks like you can now filter by some custom fields, but not any "date" custom fields, which is what I believe this is wanting. If we could select custom date fields for the drop down @ "advanced settings" > "Date Property" it would be very helpful for my use case.
S
Sales & Marketing
in progress
A
Alex Wonnell
Sales & Marketing: when is the expected arrival of this enhancement?? We are eagerly anticipating it! Especially filtering by Opportunity Source, which is the GHL default Custom Field. Thank you :)
A
Alex Wonnell
Sales & Marketing I'm checking in to make sure that we can filter by opportunity source with this new enhancement. Thank you!