Report accumulated days in sales opportunity phases in C4C

[raul-gonzalezg]

Hi,

¿Is there a way to report the days that an opportunity accumulates in each phase of the sales cycle as part of its processing in the sales funnel? Or should I create extension fields to accumulate these days through work flow rules and thus be able to report them?

Regards,

Raúl

[olga_bittner2]

Hi Raúl,

You could make use of the data source "Opportunity History". It contains the sales phases that each opportunity went through, and it has the key figures "Valid from Date" and "Valid to Date". These key figures will show from which date and till which date an opportunity was in each sales phase.

To obtain the number of days, you would need to create a custom key figure based on this data source, for example with a formula like this: "Valid to Date" - "Valid from Date".

Kind regards

Olga

[raul-gonzalezg]

Hi Olga,

Thanks for your help, we will try the way you say.

Regards,

Raúl.