Solved: Monthly Rolling Count with created and closed date

Anonymous · ‎02-15-2023

Hi,

I am trying to get the total number of opportunities in a monthly basis. My boss wants to see how many open opportunities we have at the end of every month. I have Created On date and Actual Close date.

for example:

10 opportunities were created on january 2019, 3 of them closed within the same month based on Actual Close Date so count for jan should be 7. But what if those 7 are not closed until 2022, so they should still be counted every month plus the new open opps until 2022.

Hope you get what I mean. Thanks!