on 2025 Mar 18 8:27 AM
Good morning,
I need to create a report that measures in days how much the opportunities have been in a specific sales phase.
If you go to the different opportunities you can see the history (the dates of when they entered the phase and the end date with the relative duration).
I would like to point out that I have already configured the opportunity history in the scoping.
I tried to use the Opportunity History as a data source but it does not retrieve that data.
The problem is that when I try to create the report no data source retrieves that data. It is not possible to create Key Figures because the data available based on the different data sources do not have the necessary data (e.g. end date of phase - start date of phase).
Furthermore, I have verified that using the opportunity hader as a data source it is possible to analyze the days in which the opportunities are in a sales phase, but when they exceed it they are no longer counted.
Any suggestions?
Request clarification before answering.
Hello,
There is a standard field in the opportunity called "Days in the sales phase", which the system automatically calculates how many days the opportunity has been "stuck" in the current sales phase. Maybe it can help you.
In the scenario of counting how many days an opportunity has been in each sales phase, and storing this as unique information for each phase, I believe that a PDI development will be necessary to solve this.
Clóvis Müller
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
User | Count |
---|---|
7 | |
2 | |
1 | |
1 | |
1 | |
1 | |
1 | |
1 | |
1 | |
1 |
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.