Accepted Opportunity does not display in the Opportunity Pyramid when filtering on Accepted records.

Users can view a color coded opportunity pyramid to view information related to how many opportunities have come in along with amounts that can further be filtered on to view specifics but users are finding that some accepted opportunities are not being populated into the pyramid when using the filter.
In this particular scenario this is working as expected.  The organization position holder that is associated with this plan has a position start date of 2/25/2013 and the opportunity's ask date is 6/1/2010.  A person included in the organization team must have held a position that encompasses the ask date OR the expected date when the ask date is blank to have an opportunity associated with them



Was this article helpful?