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Categories CRM App
Created by Guest
Created on Jun 14, 2023

Add date fields to report grouping

Having the ability to group/summarise by month is unbelievably powerful.

For example, 12-60 month projections can be made using the Estimated close date.

Or past sales performance can be compared to check the improvement of a sales person over time.

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  • Guest
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    Feb 16, 2024

    We could add a ui option to grouping on date by Day/Month/Year similar to the UI for summarising a value can be min/max/average/count etc.

  • +6