
I am trying to create conversion charts for these specific KPI's in my dashboards.
Opportunitys Created
-I track this by "Opportunitiy created date" every opportunity created is considered 1 opportunity.
Last Offer Made
-I track this by tracking opportunity field history for "Last Offer Made".Anytime Field history equals "blank" and than turns to "number", than I track that edit date as an "Offer"
Contracts Signed
-Any time a "Transasction is created" I track contracts. I am sure I can track using Opportunity considered ""Closed Won"
What is the best way to create a simple comprehensive dashboard for all these fields that give me conversion rates for all these. Thanks
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