Hello,
I have been asked to create an opportunity report to monitor team performance, but I can't work out how to do this with the criteria requested.
Here's the information we need from the report:
Opportunity Owner
Confirmed/Closed Won Revenue
Number of Confirmed/Closed Won Opportunities
Conversion Rate (from Tentative/Provisional/Verbally Confirmed to Confirmed)
Speed of conversion
I'm not sure how to come up with the last 2 criteria.
For the Speed of conversion, I can work with the Created Date, but then I'd need to find a way to work with the date when the Opportunity was changed to Confirmed.
Does this seem possible to anyone?
Thank you!
Julie
Can you post a screenshot of the Report, showing the Report Type, the Settings, and Filters that you're currently using, the results you're currently getting, and a mock-up of what you want?
For questions related to Reports and Dashboards those are really helpful
