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Kanban to show value and count summary for Won closed statuses

If you add the value/count summary to an opportunity pipeline kanban board, the summaries will only be shown for the open statuses. It would be great if these also showed a value for the positive closed statuses so that our users can review how much of that pipeline has converted into actually sales and how much is still in the pipeline.

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    • Andrew Ardron
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      Dec 7, 2023

      I think it would be better to just use reporting to find out this information so that you can set date ranges for sales, and perhaps group by pipeline.

    • Andrew Ardron
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      Dec 7, 2023

      Unfortunately the way the kanban works is that there is a potentially unlimited number (infinite!) of opportunities in the closed status, so summarising this value would be expensive (processing) but also somewhat meaningless. Meaningless because there's no date context - i.e. it woudl be the total value ever sold which could be a week, a month, ten years ... depending merely on how long you've been using this pipeline...

    • +4