Hello! I am trying to find the best way to pull a report on a specific opportunity stage within a given month. I am currently using an Opportunity History Report with the filters being: "Stage Change Equals True", "To Stage equals Proposal sent" (which is the stage I want to filter out) and "Fiscal Period contains 2013". I want to get a count of the opportunities that have been moved into the "Proposal Sent" stage within the frame of 7/1/2012-7/31/2012. From then on I would run the report from 7-1-2012-8/30/2012 and continue until the end of FY13. We are trying to see on a monthly basis how many RFPs we have sent in a given month without including any past opps that have just been sitting in that stage. If someone could assist me on this it would be greatly appreciated.
Thanks so much!
PS. I have the Professional Ed.
Have you set history tracking on opportunities? Could a filter on the last modified field help sift out those that have been sitting in that stage?
