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Jordan Cabral (Cook Medical) 님이 #Analytics에 질문했습니다

Hello,  I am trying to build a dashboard in CRMA that basically is an "Opportunity History +" Report. When I create an Opportunity History Report, I easily see the "To Stage" and "From Stage" which is pivotal in understanding stage duration in the sales cycle. However when looking at the "Opportunity History" object connection in CRMA, I do not see those fields. I ran a report to see all objects and fields in our org, and do not see these "to" and "from" stages that are clearly there in an Opportunity History report... what gives? Do these fields exist outside of an Opportunity History report? Can I not create a CRMA dashboard using similar information from the Opportunity History report?  

답변 3개
  1. 2025년 5월 10일 오후 6:25

    Hi @Jordan Cabral

     

    The "From Stage" field in reports is not stored data — it's a calculated value in the reporting layer. In CRMA, you need to rebuild this logic using recipes or dataflows. 

    You may find the following thread helpful, as it discusses a similar issue and could offer some useful insights: 

    https://trailhead.salesforce.com/trailblazer-community/feed/0D54V00007ifqWkSAI

     

     

    Thanks!

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