One of the heart beats of my business is how many proposals sent a month. If we do 4 & 75% conversion, we’re good. I’m trying to find a way to track this metric.
I’ve tried a few approaches on this and did have a very manual solution but I want to make it easier to manage.
Currently, my best idea was to create a custom field on opportunity (Proposal sent - DATE) that automatically populates when I move it between stages (proposal → follow up) in my opportunity pipeline.
The idea was to count records with proposal sent in certain dates (this month, this Q, this year) but it looks like DATE fields don’t appear either as attributes or as part of the date filter drop down.
Has anyone tackled an issue like this?