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New Contributor
August 27, 2024
Solved

Rolling 7 days filter

  • August 27, 2024
  • 0 replies
  • 116 views

Hi,

 

On the inspect opportunities part of Clari, it would be super useful to have a different filtering system.

 

As you can see the list is not cohesive and it difficult to filter to only show the opportunities which have next step that have not been updated for more than 7 days. That would be 7 rolling days. Could you add a filter that does this kind of filtering please?

 

Thanks

JN

 

This topic has been closed for replies.
Best answer by Kenna

Hi, @Jean-Noel Hardelin! Your Clari Admin can use Forecast Configuration in Clari Studio to add options like these:

 

Kenna
Community Manager
KennaAnswer
Community Manager
August 27, 2024

Hi, @Jean-Noel Hardelin! Your Clari Admin can use Forecast Configuration in Clari Studio to add options like these:

 

Kenna Valdez, Manager, Customer Community, Clari
New Contributor
August 28, 2024

Thank you Kenna, I will ask my team about it :)