Building a goal that shows open opportunities
PreviousMeasuring conversion ratesNextNumber report: Funnel stages influenced by different types of marketing touchpoints
Last updated
Last updated
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
