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Alex van der Merwe
stage duration %
Hi peeps, I need to create a report that shows a % of how many opportunities moved from stage to stage
This was created in excel and would like to create it in salesforce. Basically the way it was calculated was using a simple =SUMIFS(oppys amount,sales qualified stage,"x")/SUMIFS(oppys amount,unqualified stage,"x") formula.
Please help me understand if this is possible to re-create in salesforce or not. My VP of sales is counting on me.
This was created in excel and would like to create it in salesforce. Basically the way it was calculated was using a simple =SUMIFS(oppys amount,sales qualified stage,"x")/SUMIFS(oppys amount,unqualified stage,"x") formula.
Please help me understand if this is possible to re-create in salesforce or not. My VP of sales is counting on me.
You can just play with the buckets (created into a bucket field) to order the results of a summary report group by stage and use the summary function PREVGROUPVAL.
The values of the bucket is: 1-Unq (containing one stage "Unq") , 2-Sq, 3-Quoting, 4-Sent, 5-Awd and so on.
The formula field wiht a percent type is just: AMOUNT:SUM / PREVGROUPVAL(AMOUNT:SUM, BucketField_<your number>)
PREVGROUPVAL of Sq is Unq because the order of the report used the order of the bucket names : 1-Unq < 2-Sq
With more than 9 stages, you can use: 01-Sq, 02-Unq, ...
The bucket field name is automatically converted in BucketField_<your number> by the formula editor.
All Answers
You can just play with the buckets (created into a bucket field) to order the results of a summary report group by stage and use the summary function PREVGROUPVAL.
The values of the bucket is: 1-Unq (containing one stage "Unq") , 2-Sq, 3-Quoting, 4-Sent, 5-Awd and so on.
The formula field wiht a percent type is just: AMOUNT:SUM / PREVGROUPVAL(AMOUNT:SUM, BucketField_<your number>)
PREVGROUPVAL of Sq is Unq because the order of the report used the order of the bucket names : 1-Unq < 2-Sq
With more than 9 stages, you can use: 01-Sq, 02-Unq, ...
The bucket field name is automatically converted in BucketField_<your number> by the formula editor.
What type of report is this? Opportunity History or Opportunity Field History?
Opportunity History has "From stage" (group level 1) and "To stage" (group level 2) for the groups of the summary report.
so that should be simpler with just a formula field of type percent like:
AMOUNT:SUM/PARENTGROUPVAL(AMOUNT:SUM, FROM_OPPORTUNITY_STAGE_NAME)
The first idea was based on existing data but not on the object history and that was not your need.
You don't need buckets anymore probably.
There is already this report:
https://help.salesforce.com/articleView?id=reports_opp_history.htm&type=5
Am I on the right path? the % number seems to be very high
AMOUNT:SUM/PARENTGROUPVAL(AMOUNT:SUM, FROM_OPPORTUNITY_STAGE_NAME)
That should be sufficient.
VIDEO: Salesforce.com PARENTGROUPVAL Report Formula (4 min 35):
https://www.youtube.com/watch?v=7pn-9yCLgRE