I'm trying to create a simple report that will show only the last booking and last opportunity entered by sales person. My management team wants to be able to glance at this report quickly to how long it has been since a sales rep last booked a deal and how long it has been since a sales rep entered a new opportunity. I've created a report that shows all opportunities created the past 90 days and all opportunities that have booked the last 90 days but they only want the report to show the last booked and last created opportunity by sales rep whether it was today or 250 days ago. Is there a formula that you can input that will allow you to just show last for an object?
Thanks,
Josh
1 answer
It's not a perfect solution, but you could create a Matrix Report grouped by Opportunity Owner and Created Date and SUM the count of Opportunity records and Opportunity Wins. Then using the Conditional Highlighting options you flag any cells with a value > 1 in Green and any cells with a value < 1 in Red, etc.
