Setup Guide: All Microsoft Dynamics Opportunities in a specific Stage

Updated by Andreea Oprea

The steps below measures all Opportunities that are in the Stage Close Won

  1. Pick Opportunities

To count every opportunity leave the default to count Every Opportunity

  1. Apply filters to pick out specific Deals based on their properties. The example below adds a filter on the field Salesstage equal to Close Won.

Note that this filter does not use historical values of the field. Only the current state is used for filters in this section.

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