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Kingsley How long it took for an opportunity to close
From Karina Kaiser @ salesforce:
Because of the limitations on the formula field, this would require creating three fields: “Days Since Closed”, “Days Since Open” and “Age”. Only the “Age” field would be visible on the page layout the others would have to be hidden.
Formula Fields with Number data type and zero decimal points. Below are the formula values for the fields.
- Days Since Closed = TODAY() - {!CloseDate}
- Days Since Open = NOW() - {!CreatedDate}
- Age = IF(ISPICKVAL({!StageName},"Closed Lost"),{!Number_Since_Open__c} - {!Days_Since_Closed__c},NOW() - {!CreatedDate})
You can’t able to create Stage History and Account information in a single report. If you want to find the duration (time taken by an opportunity to close) of an Opportunity and its Account information then go for custom report by selecting Opportunity object. There you will get ‘Stage Duration’ and ‘Age’ of Opportunity but not ‘To Stage’, ‘From Stage’ and its duration.
If you want ‘To Stage’ and ‘From Stage’ with its duration you won’t get Account information other than Account name.
Other wise you can go with customization. Create formula fields ‘To Stage Frmla’, ‘From Stage Frmla’, ‘Stage Duration Frmla’. When ever the stage is getting changed assign the previous value to ‘From Stage Frmla’ and current value to ‘To Stage Frmla’ and calculate no of days took to change the stage and assigned it to ‘Stage Duration Frmla’. Select Opportunity object from custom reports and select the formula fields instead of standard Stage Duration and Age.
Hope this will help you.
All Answers
Any sugestions?
Thanks,
Jane
Sheeba
age = closedate - createddate
but for closed lost opportunity, this is totally wrong, suppose I have an opportunity with close date entered as "2008-12-30" who was created 2008-01-01, and I changed the stage into "closed lost" on 2008-06-30, should the age be 36x? or 18x? I think it should be 18x, but the report will show you the age is 36x.
the issue is, there is no way to know/track when the opportunity is changed to "closed lost".
so the formula in this post still uses "Days Since Closed = TODAY() - {!CloseDate}", this is not right for "closed lost" opportunity because the {!CloseDate} is different from the date when the opportunity was "closed lost".
Hi,
Has anyone been successful in reporting on the Stage History information and Account information in one report?
I would like to show when an Opportunity was actually closed (stage change) and filter that info based on custom account fields. I've tried custom report types but haven't found the Opportunity History object as a referenceable table.
Any help?
Thanks,
Sara
You can’t able to create Stage History and Account information in a single report. If you want to find the duration (time taken by an opportunity to close) of an Opportunity and its Account information then go for custom report by selecting Opportunity object. There you will get ‘Stage Duration’ and ‘Age’ of Opportunity but not ‘To Stage’, ‘From Stage’ and its duration.
If you want ‘To Stage’ and ‘From Stage’ with its duration you won’t get Account information other than Account name.
Other wise you can go with customization. Create formula fields ‘To Stage Frmla’, ‘From Stage Frmla’, ‘Stage Duration Frmla’. When ever the stage is getting changed assign the previous value to ‘From Stage Frmla’ and current value to ‘To Stage Frmla’ and calculate no of days took to change the stage and assigned it to ‘Stage Duration Frmla’. Select Opportunity object from custom reports and select the formula fields instead of standard Stage Duration and Age.
Hope this will help you.
One solution is to create a validation rule forcing the user to update the close date when ever the stage is changed.
In our business process a stage should never be changed after the close date. If the opportunity stage is being changed, then it is still an open opportunity thus the close date should equal to or greater than today.
AND( ISCHANGED(StageName), CloseDate< TODAY() )
I was hoping that someone might be willing to connect the dots for me on this one. I understand the concept of what anju said, but I can't quite work out what the actual formulas for ‘To Stage Frmla’, ‘From Stage Frmla’, ‘Stage Duration Frmla’ should be. Can anyone help me?
Wow. This answer has one little error in the syntax of the "Age" field but with a little bit of effort I was able to figure it out. Now I can see how old the Opportunities is right there in the Opportunity Layout! Thank you!
Can you post your correction on this thread, please?