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Topics#Reports & DashboardsPregunta de Katie Tomlin
Katie Tomlin preguntó en #Reports & Dashboards
15 mar 2012, 19:35

Tracking how long it takes for a lead to close

I'm hitting a major road block with figuring out how to report on how long it takes for a lead to become a closed won opportunity. My CEO wants to be able to "predict" what our revenue will be by looking at how long it takes for a lead to become a closed won opportunity - and be able to say "this is how much we are going to make in X quarter, investors."

 

Am I running an opportunity history report? Lead lifetime? Adding a custom field with a formula?  Seems like each one I try is not allowing me to see the data that I really want. It's mostly there in each report, but then when I try to do a chart, it looks wrong.

 

Help?
14 respuestas
  1. Steve Molis (You Owe Me a Beer, Inc.)
    15 mar 2012, 20:20
    Okay so here's the drill...  create a new custom field on the Lead:

     

    Name = LeadCreatedDate (or whatever)

     

    Datatype = Date 

     

    Create a WFR that is triggered "every time the record in created or editied" 

     

    Create an immeditate WF Action (Field Update) 

     

    Field: LeadCreatedDate

     

    Formula:  DATEVALUE(CreatedDate) 

     

    Create a new custom field on the Opportunity object: 

     

    Name = LeadCreatedDate (or whatever)

     

    Datatype = Date 

     

    Map the Lead.LeadCreateDate to the Opportunity.LeadCreatedDate.

     

    Create a new field on the Opportunity object: 

     

    Name: LeadOpportunityAge (or whatever)

     

    Datatype = FORMULA

     

    Result = NUMBER,0 decimals 

     

    Formula = 

     

    IF(IsClosed = TRUE, CloseDate  -  LeadCreatedDate ,  TODAY() - LeadCreatedDate__c )  

     

    Then ship your buddy SteveMo a bunch of these! ->

     

     

     

    Okay so here's the drill...
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