I have a few opps that are closed lost showing up in the "New" group in pipeline inspection/changes and can't figure out why. They've all been lost for a while and when I set the "changes since" = 1 week ago they appear, yet having nothing modified ok them for well over a week. They all have close dates within the date range I have specified.
So what qualifies an opp to show up in the New view?
Any ideas?
#Sales CloudThank you, @Matt Kelly
, that is very helpful.
Your Close Date in the filter across the top of your screen shows October 1, 2026 - March 31, 2027, which might be why you're seeing Opportunities that are closed lost - because they have a "Close Date" within that date range.
Are you looking for "Newly Created" Opportunities? or "Newly Closed" Opportunities? or both? or Opportunities that are only Staged as "New"? What you are looking for will determine what fields you should use as filters for your report.
Could you share a little bit more of what you're trying to accomplish with this report?
