function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion
CRMSuccessCRMSuccess 

Having issue with two user requests

Hello, I have a team I support internally that is looking for two separate reports - both of which are giving me fits.

 

The first one is a report that shows them how long each opportunity takes to go from a Stage of Proposal to Closed Won.  They have about five stages, but I need a way to determine when it's set to Proposal and then a way to subtract that date from the date it gets set to Closed Won and be able to report on the difference (in days).

 

The second one is a bit more complex.  They want to do an eight week rolling average of their pipeline so they want a report that shows all created opportunities for the current week divided by the average amount of dollars in the pipeline over the past 8 weeks.  The graph would show a total of 8 weeks (current and last 7) with a point for each week showing that week divided by the 8 week average.  Not sure if this makes sense the way I've explained it, but the main issue I'm having is even reporting on 8 weeks (SFDC doesn't give you the ability to say "current and last 7 weeks" - it's current and previous or current and next - you can't select the timeframe).

 

Let me know if you have any ideas.  I hate to tell them it can't be done, but I'm really struggling trying to find a solution.

 

Thanks!

 

 

EnthEnth

On the first one whats wrong with the standard "Opportunity Stage Duration Report"

 

As for the second, I'd suggest pushing back with the choice of either the "last 60 days" or "last and previous month". Even then, don't know how you'll get each week divided by the 8 week average, unless you can create a formula and roll up summary combination to do this.