I have some opportunities that may skip stages, or go back and forth, so I want the "furthest stage reached" to be the one that counts.
We have been using a service we found through the app exchnage called Insight Squared that gives this information. However, we do not think we want to renew of contract, so I am hoping to be able to report this information in Salesforce.
Below is a screenshoot of the report I am hoping to replicate. Any thoughts on how I might do that type of analysis in Salesfoce?
2 réponses
Harvis,
You can create two custom fields on the Oppotunity using this approach:
First custom field - Furthest_Stage_Value__c, Number 18, 0
Second Custom Field - Furthest_Stage_Name__c, Formula Text
Formula for Furthest_Stage_Name__c:
Case ( Furthest_Stage_Value__c,
60, 'Deal',
50, 'Waiting on Payment',
40, 'Invoice Info Needed',
30, 'Finalizing Design Details',
20, 'Initial Design Requested',
10, 'Quote Sent',
''
)
Create a Process Builder that works off the Opportunity Object when created or edited
with Criteria use Formula ISCHANGED([Opportunity].StageName )
add action "Update Records" Set the Furthest_Stage_Value__c = to the following formula:
IF (
Case ( [Opportunity].StageName,
'Deal', 60,
'Waiting on Payment', 50,
'Invoice Info Needed', 40,
'Finalizing Design Details', 30,
'Initial Design Requested', 20,
'Quote Sent', 10,
0
) > Furthest_Stage_Value__c,
Case ( [Opportunity].StageName,
'Deal', 60,
'Waiting on Payment', 50,
'Invoice Info Needed', 40,
'Finalizing Design Details', 30,
'Initial Design Requested', 20,
'Quote Sent', 10,
0
),
Furthest_Stage_Value__c
)
Good Luck!
John
