Reports - CRM: How to Filter a Custom Field

In this article, you will learn how to create a custom field in opportunities and use it as a filter in reports. This feature is useful for analyzing specific information according to your business needs.

Creating a Custom Field

To begin, let's create a custom field in the opportunity. Follow the steps below:

1. Access CRM Settings.

2. Go to CRM Preferences > Custom Fields.

3. Click on + New Field.

Fill in the following information:

• Field name: Choose a representative name for the field.

• Field type: Select from the available options: text, number, date, time, or date and time.

• Default value (optional): Define a value that will be filled in automatically, if you wish.

Additional settings:

• Global: Check this option if you want the field to appear in all pipelines.

• Show in: If you prefer, select one or more specific pipelines where the field will be displayed.

• Required: Enable this option if you want to make the field mandatory when creating or editing opportunities.

2. Adding the Custom Field to the Opportunity

With the field created, now let's add it to the opportunities screen:

1. Go to Settings > Edit/Remove (within the Opportunities section).

2. Click on + Add Field.

3. Select the custom field you created.

4. Click Save.

Now, the field will be available to fill in opportunities.

3. Accessing Reports

With the custom field already active, we can create a report by filtering opportunities based on this field:

1. Go to the Find Services bar > Analyze > Reports.

2. Click on + New to create a new report.

3. Select: CRM > Created Opportunities.

4. Applying Filters

In the report, use the filters according to your needs:

• Opportunity date: Choose between the options:

• Creation date

• Win date

• Loss date

• And the desired period

• Opportunities with field:

• Select the custom field created earlier.

• Choose the value and the desired period for analysis.

Tip:

If you want a more detailed report, it is possible to add more conditions to the filters, further refining the data you want to view.

Conclusion

Creating and using custom fields in CRM opportunities is an excellent way to adapt the platform to the specific needs of your sales process. In addition, by applying these fields as filters in reports, you gain a more accurate and strategic view of the data in your sales funnel.

With these simple steps, it is possible to customize information collection and generate tailored reports, making decision-making and team performance tracking easier. Take advantage of this feature to make your analyses even more efficient and aligned with your business objectives.