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I have a business request to show how many opporuntites moved from Stage 1 to Stage 2 on a week on week basis. I tried the standard Opportunity Field History report but it does not capture "Stage Change" event. Whats the best way to report on this?

 

Ideally the report should show me - 10 oppotunities moved from Stage 1 to Stage 2 in week 1, 5 oppotunities moved from Stage 1 to Stage 2 in week 2, so on and so forth.

 

Thanks,
3 answers
  1. Sep 4, 2019, 6:23 PM
    Hi Rupal 

     

    You could capture this with an opportunity field history report, but would need to set up field history tracking on 'stage' to do so. 

     

    in lightning, you can do that through setup-> object manager, then go to the opportunites object-> click on' fields and relationships' and go to the 'set history tracking' button

     

    more instructions here on how to enable history tracking in general. 

     

    https://help.salesforce.com/articleView?id=tracking_field_history.htm&type=5

     

    In the opportunity field history report you would set your filters to be 

     

    "new value" = stage 2

     

    "old value" = stage 1

     

    and then group the report by 'edit date' 

     

    you can then change it to week over week by grouping the date by calendar week. Hi Rupal You could capture this with an opportunity field history report, but would need to set up field history tracking on 'stage' to do so.

     

    and then whatever other filters your business requires for close date, created date, edit date, etc. 

     

    this will get you changes made going forward from when you start tracking stage history. 

     

    hope this helps!
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