Building a goal that shows open opportunities

An open opportunity goal refers to opportunities that have not yet reached a closed status, meaning they are neither "Closed Won" nor "Closed Lost."

Go to: Definitions → Properties → Goals → Create New Goal

Set up your goal:

• Goal Name: e.g. Open Opportunity

• Category: It’s reasonable to differentiate this goal from actual funnel stages goals, so we suggest creating a new category: Status: open

• Create a goal: Custom Goal -> Deal Property Changed

• Define Criteria:

  • Set: property is "CreatedDate"

  • To only capture Opportunities that are still open, you need to ensure that the deal is not marked as closed. Select the deal_is_closed field and set the condition to "is false." This will filter out closed deals and keep those opportunities that remain open.

Save your goal by clicking Define Goal