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Saved search, to present initial opportunity project total and actual?

edited Jan 3, 2020 1:11AM in Search / Reporting

Hi:

We are building a saved search, transaction, opportunity.

We would like to track what the project total was when first filed, and what´s the current project total.

We would like to track also the planned close initial date against current planned close and against actual close.

I guess i should be using system notes, when field equals PROJECTED TOTAL.

But don´t know how to select the first initial value and the last (more recent) value.

We are kind of really needing this.


Can anyone help?


BIG THANKS¡


Raul Cardenas

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