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I created an Opportunity History Matrix report that displays the opportunities that closed in the previous month. The probabilities are set by our sales reps within each stage. I'd like to display the probability when the opportunity was set to Close. How would I display this information? Right now, when I select the probability field in the report, it shows the current probability, either 0% or 100%, not the history of last modified stage when changed to close.

 

 
1 respuesta
  1. 10 jun 2019, 18:16
    A simple way to do this would be to create a custom field and use Process builder that triggers when an Opportunity is set to closed. Then do a field update that sets the new field equal to what the Probability was.
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