You need to sign in to do that
Don't have an account?
shwetha prabhakar
how to create reports based on date and stage
Can someone help me out in generating reports as below?
Sales Stage on Sales Stage on Probability Status Close Date
18-03-2020 27-03-2020
-------------------------------------------------------------------------------------------------
PO Awaited PO Awaited 50% Warm 31/3/2020
Closed Won Closed Won 100% Closed Won 16/3/2020
Closed Won Closed Won 100% Closed Won 5/3/2020
Sales Stage on Sales Stage on Probability Status Close Date
18-03-2020 27-03-2020
-------------------------------------------------------------------------------------------------
PO Awaited PO Awaited 50% Warm 31/3/2020
Closed Won Closed Won 100% Closed Won 16/3/2020
Closed Won Closed Won 100% Closed Won 5/3/2020
Greetings!
You can create the report by using the Stage and Date as filters and the below document will guide you in creating the same:
https://trailhead.salesforce.com/en/content/learn/projects/create-reports-and-dashboards-for-sales-and-marketing-managers/filter-your-reports
Kindly let me know if it helps you and close your query by marking it as solved so that it can help others in the future.
Warm Regards,
Shirisha Pathuri