How do I view the deals closing next quarter?

 

Let's cover two ways you can see deals closing next quarter.
 

Option 1: Saved Views in Opportunities

1. Go to Opportunities.

2. Click the View dropdown in the top-left corner and select Next Quarter or NQ.

 

Option 2: Filters

1. Go to Opportunities.

2. Click Add Filter to add the Close Date Filter and select Next Quarter.

Note: If you're already using the Close Date Filter, then click it to change the date to Next Quarter.

The deals in the Opportunity Grid will update to reflect your new filter(s) immediately. 👍

 

Saving New Views in Opportunities

To save the new View you create:

Click Save in the top-right and select Save As New. Enter a name for your View and Save.

 

Further Learning

Want to know more about how to use your filters and Views? Check out our article on Saved Views and Filters or click over to this article to learn about Saved Views in the Accounts and Analytics Modules.