"Won" date on actual close date for reporting instead of date created
planned
J
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
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N
Nikita Kovbasa
When you compare two metrics on the dashboard, it would be super helpful to see what the current graph view looks like compared to the graph view of the previous period - please add this to DASHBOARDS!
A
Anthony Ricciardo
Agreed! Help me vote for this post, too: https://ideas.gohighlevel.com/ad-reporting-and-attribution/p/number-selector-consistent-caller-id-across-sms-voice
O
Omer S
It is 2025 and this still says planned...
C
Charlie Stevenson
Workaround:
Create a custom date field on the opportunity called “Date Closed.” Then, build a workflow that triggers when the opportunity status is changed to “Won”, and have it automatically set the Date Closed field to “Today.”
Because it’s a custom field, you can also manually adjust it later if needed - great for correcting anything after the fact.
Reporting:
You can then create a custom widget in your dashboard that filters by Status = Won and groups by Date Closed - whether that’s daily, weekly, or monthly.
B
Bobby Kircher
Being able to adjust the won and creation date would be great too.
C
Charlie Stevenson
Bobby Kircher See above
O
Omer S
It seems they have no intention to give ability to edit Won and Lost date where it is quite essential especially when switching from HubSpot
O
Omer S
Need to have the ability to adjust WON date too.
J
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.
R
Rich Ribeiro
How about also adding an age indicator to the opp card?
J
Jackson Yew
Need to have the ability to adjust WON date!
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