Formula to find out average days before month end an opportunity gets changed in "close date" value?
With the end of the month become closer, our Sales reps usually starts to changing the close date field of the opportunity.
I'd like to know calculate the average days prior to end of month such change is made.
I think therefore I would need a fromula that returns the last day of the month of the last edit date and then I can create a "difference" field that gets calculated by a process (last day of the month - last edit date). Then I can run a report and calculate the average of days the sales reps chaning the close date prior to the month end.
Also It would be nice to get a way/formula to calcutate the average of days/weeks the opportunity is pushed back/extended. E.g. to tell in average the close date of an opportunity gets extended by 30 days.
Do you know how I can achieve those two requests?
Many thanks for helping me with the formulas.
Greetings,
Philipp
7 respostas
First Step is to create the
Custom Date field on Opportunity object
Second Step: Create Number field that holds the no. of Days that opportunity is moved back or extended
Third Step: Create Workflow and activate it
4th Step: Create formula field
