"Won" date on actual close date for reporting instead of date created | Voters

"Won" date on actual close date for reporting instead of date created

planned

Jeremy Williams

With SaaS mode becoming a bigger part of high level, it would be helpful to have the date that populates in reporting to be based off of the date won. I don't know of many businesses that count a deal/income on the date it was created. A majority mark a sale and income on the actual day it closes.

HIGHLVL-I-3371

April 14, 2021

Jacob Armbrester

I cant believe this is a 4 year old request and still hasn't been implemented. Looks like I will never get this feature.

Rich Ribeiro

How about also adding an age indicator to the opp card?

https://ideas.gohighlevel.com/crm/p/show-self-updating-age-in-opportunity-card

Jackson Yew

Need to have the ability to adjust WON date!

Jaime Caicedo

Yes please, we need to be able to produce sales information per month, this is basic for tracking sales. Extremely importan that this follows through to the dashboard so we can show a graph of sales per month.

Noa Fernandes

Very relevant for analysis aswell. Often, my clients don't immediately put their customers on won. In this case, a customer was won in february, but this customer slipped passed their checks until now (may), so we need to be able to attribute this customer to the month february instead of the now inflated month may.

Aaron Reyes

yes please, I need this for past clients so when we do follow up we actually have the correct date of sale and for automatization too

Krystal Middleton

This is crucial along with being able to change the won date to reflect the date they paid if they pay outside of GHL.

Nigel Moore

Definitely voting for this one.

All of the Dashboard reports should be updated to reflect new "Opportunity Won/Closed Date" fields rather than "Opportunity Created Date".

Michael Puddy

100% all our clients need this comes up each week! dashboard reporting so show the won date not created date is an obvious sales metric!

Moises Durand

Hi, I think this feature is crucial. Right now we depend on other platforms besides HL to report the "actual" sales of the month. Please implement this ASAP.

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