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how to get opportunity age from creation (Stage 1) and moves away from Stage 1
Hi,
I would like to create "Age" field to know how long opportunity sits from creation date until move away to Stage 1.
When a new opportunity is created, it auto defaults to Stage 1 then statge 2 or more...
Is this possible?
To start off, I will need to create a formula (Number) field and I started tto write this but don't think it will accomplish what I am achiving for.
IF(IsClosed, CloseDate-DATEVALUE(CreatedDate), TODAY()-DATEVALUE(CreatedDate))
Try Below Code using formula field. that will calculate age of your Opp when the stage is Changed from '1' to others.
if(Not(ISPICKVAL(StageFieldName, '1')), (TODAY() - DATEVALUE(CreatedDate)),0)
Hope it will help you.
Thanks
karthik
All Answers
When an opportunity is created from a lead conversion, it auto defaults the opportunity stage to "1" and sets closed date to 53 days from creation date.
Does this answer your question?
As long as stage is move away from 1 to other than Closed Won or closed Lost or Omitted.
Try Below Code using formula field. that will calculate age of your Opp when the stage is Changed from '1' to others.
if(Not(ISPICKVAL(StageFieldName, '1')), (TODAY() - DATEVALUE(CreatedDate)),0)
Hope it will help you.
Thanks
karthik
thank you so much for your help