+1

Dynamic Date Filter: Add After (n) Days (we already have 'Earlier than (n) Days', it should go both ways)

Micah Nichols 1 month ago 0

On past-looking data, we can use 2 filters to achieve a specific, custom range: Last (n) Days // Earlier Than (n) Days Ago

This solution works for looking at date ranges in the past.

BG has Last (N) Days, Earlier than (N) Days, within Next (N) Days, but does not seem to have After (N) Days. I would expect that to be there since it is very similar to the Earlier than (N) Days filter.

I will start with the past-looking metric to explain better:

  1. Past-Looking Data
    1. Need: Opportunities where date_became_lead is between 90 – 180 days ago
    2. Solution:
  1. Filters:
  2. Filters:
        1. Date_became_lead = Last (n) Days {180}
        2. Date_became_lead = Earlier Than (n) Days Ago {90}
        3. The combination of these filters yields a list of opportunities created between 90 – 180 days ago, which achieves the purpose.
  1. Forward-Looking Data
    1. Need: Opportunities where expected_close_date is between 90 – 180 days in the future
    2. Solution:
        1. Expected_Close_Date = Next (n) Days {180}
        2. Later Than = FIXED DATE
        3. The combination of these filters yields a list of opportunities closing within the next 180 days and which are also after a fixed date;
          1. We need this to be dynamic, like it is with the past-looking/”earlier than” data.