Hi All,
Need help to track the aging of an opportunity as per stages and need to update a field if it's in the given period in Green, if it goes beyond then it should be highlighted with yellow and if its beyond that then it should be Red.
Here is the requirement:
Add a new section in the Opp record that tracks the following:
- B Stage Velocity – This should track the aging of how long it sat in this stage. Compare this to the standard and display this value as Green, Yellow or Red
- BA Stage Velocity - This should track the aging of how long it sat in this stage. Compare this to the standard and display this value as Green, Yellow or Red
- AB – Proof Stage Velocity - This should track the aging of how long it sat in this stage. Compare this to the standard and display this value as Green, Yellow or Red
- AB – Proposal Stage Velocity - This should track the aging of how long it sat in this stage. Compare this to the standard and display this value as Green, Yellow or Red
- A – Contracts Stage Velocity - This should track the aging of how long it sat in this stage. Compare this to the standard and display this value as Green, Yellow or Red
- - This should track the aging of how long the Opp is taking to move through the pipeline. This should be using the current aging field we already have. Compare this to the standard and display this value as Green, Yellow or Red
#Trailhead #Sales Cloud #CRM Configuration #Automation #Data Management #TrailblazerCommunity
You would need to do all of the steps that I listed earlier
You're gonna need a set of custom fields to record the Start and End date of each Stage
THEN build a Flow, or Code to keep them updated
THEN create Formulas calculate the Stage Duration
THEN compare those values to the "Standard Duration" for each Stage
THEN display a corresponding Red, Yellow, Green value
That's gonna be... [checks notes] a real mutherf_cker
