Hello Copper community! We often get this question: can I add the number of days an opportunity has spent in a current stage to my Insight?
The answer is yes, but there’s a little bit of setup work involved. Check out the video below for a tutorial.
Broadly, the steps are:
- Create a field to store the # of days in stage,
- Create a workflow automation to populate the days in stage and refresh it daily, and
- Pull that field into the reporting system.
Here is the formula I used in the workflow automation for days in stage:
Let me know in the comments if you have any questions!