I am trying to create an insight that will show an Opportunity at the different stages and their value and what length of time they have been at that stage.
Is that possible?
Best answer by Michelle from Copper
View originalI am trying to create an insight that will show an Opportunity at the different stages and their value and what length of time they have been at that stage.
Is that possible?
Best answer by Michelle from Copper
View originalHi
Broadly, the steps are:
Here is the formula I used in the workflow automation for days in stage:
DAYS(date_stage_changed,CURRENTDATE())
And here’s a list of all default variables and functions.
You asked a separate question about Inactive Days. For that, you would follow the exact same steps of creating a field, creating a workflow automation, and then pulling it into the reporting system. But you would use a slightly different formula in the workflow automation action:
DAYS(date_last_contacted,CURRENTDATE())
We run weekly Q&A sessions for both reporting and workflow automation. They’re great options if you’d like some live help!
Let me know if you have any questions!
Thank you for those Q&A sessions, I can’t make the Reports one tomorrow (wish I really could - I have more reports questions). Will try to attend next week.
I will also look at workflow automation for some needs we might have also.
You are always so helpful and quick to respond, I really appreciate that!
Jodi
If tomorrow’s reporting session doesn’t work for you, you can also join our Ask-an-expert session on Thursdays. There’s no set topic for that one so you can bring both your reporting questions and your workflow automation questions.
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