Report requirement
We have salesman that pitch for business and every Brief/Pitch is recorded on Saleforce where the To Stage and From Stage are updated.
What my manager wants to know for each sales person is what Brief/Pitch actually lead to a Booking and the length of days between each stage.
Essentially a full breakdown by sales person, date range, Stages, amounts.
Your help is most appreciated
5 respostas
Hi, it sounds like you need to create an Opportunity History report.
Go into the reports section, new report, Opportuntity section, opportunity history. Have a play around in there and see if you can come up with something :)
