05-19-2011 12:23 PM
I've discovered that the Opportunity reports use the Estimated Close Date field instead of the Actual Close Date or Last Edit Date fields. Anyone else find this problematic from a sales managment perspective? If so, does anyone know of a work around to enable reporting using the Actual Close Date field?
05-19-2011 12:49 PM
You didn't specify but you are likely running ACT! 2010. The opportunity date report filters are supposed to use the Estimated Close Date for open opportunities and the Actual Close Date for closed opportunities. However I know the original release of ACT! 2010 used the Estimated Close Date for both. I don't know exactly when it was corrected but I've tested it with ACT! 2011 and it's back to working correct.