Filter by what changed

Changing a dropdown does not leave a date on the record, so "how many moved to Finished last month" cannot be answered by filtering on the record's current value: something finished in January and something finished yesterday both just say Finished today.

The change itself is recorded on the record's timeline, and you can filter on that directly. No extra field, and nothing for anyone to remember to fill in.

1. 1Open the list page for the kind of record you want and open the filter panel, exactly as in Filter a list.
2. 2Click Add filter and open the field list. Under Field changes you will find one entry per field that has actually been changed on these records.
3. 3Pick the field, then pick how to match it: changed to a value, changed from a value, or changed at all.
4. 4Choose the value. The list offered is the values this field has really been changed to, so anything you pick will really match.
5. 5Set the period next to between. It starts on last month, which is the usual question.
6. 6Optionally narrow it to one person next to by.

The list now shows every record where that one change happened inside that period.

Why the period sits on the same row. The value and the dates describe a single change, not two separate facts about the record. A deal that moved to Signed in June and back to Open in August is not an August signing, and this filter will not count it as one.

Rolling periods. The date boxes take the same shortcuts as every other date filter, so First day of last month keeps meaning last month as time passes. Save it as a view (Save and share a view) and the monthly count is a click rather than a rebuild.

It composes. A change filter is an ordinary condition, so you can add your usual filters beside it — one salesperson, one product, one region — and combine them with and or in either/or groups.

Which fields appear. Only fields this company has actually changed on this kind of record, including history brought in from a previous system. The names come from the data itself rather than from a fixed list, so a field imported under its old name still appears under that name.

Who made the change. Changes typed into DealJourney record the person. Changes imported from another system often do not, because the other system did not tell us who. Filtering by person therefore narrows to changes made here; the record's timeline is where you see each change with its date and, where it is known, its author.

You can ask Dealy the same question in words — "how many ads moved to Finished last month" — and he reads the same history.