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I am looking for the duration for each OppStage an Opportunity has been in.

 

I have looked in Historical Trending, Opportunity History and Opportunity Field History - none of these carries the correct dates being: 

- Valid From 

- Valid To (Am I correct, that this carries the previous change (any change) to the Opp

If I use "Stage_isUpdated" = 1 and, for each row, calculate Stage Duration by ValidTo - ValidFrom = X days , it does not produce the correct duration.

 

The Sales Analytics App does not produce the correct dataset for this either via the Dataflow.

I can easily create a recipe calculating this, but is there not an OOTB solution?

답변 3개
  1. 2023년 10월 19일 오전 9:34

    Solution:

    The Pipeline Trending carries this info.

    The StageIs_Updated field, cannot be used to calculate stage duration if filtered on.

    What you need to do is to include all the rows from the historical datasat and in, e.g. a Compare Table, group on stages, then to divide the sum of Duration with the unique amount of OppIds (not OppHisIds) - this will leave you with an avg. dur for each stage.

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