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Sales Path Completion Formula?
Hello I'd like to calculate if an Opportunity moved through ALL Sales Stages versus only 1 or 2 until it is moved into Closed status. Any ideas on how this can be acccomplished?
One of the simpler ways to do it would be to have flags created for each of the Sales Stages and have these flags updated by workflows or processes when a record moves from one stage to another. Once you have these flags and the logic to have them populated in place, you can use the flags in a report or refer to them in another Formula field to get the desired result.
If you need any further information, please do let me know.
Kind Regards,
Swarna.