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Greg Lovelidge
Reporting Challenge: pipeline opportunity stage report snapshot
I'm trying to create a chart that shows the last 12 months of opportunities but instead of showing where the opportunities stages are at the time of viewing the report, I want to show where the opportunities were at a given point during that month (for example, the middle of the month).
See the image for clarification:
Is there any way to view a "snapshot" of where a month was without any custom development?
Thanks for any help.
Yes, you can. Go to Reports > Opportunity Reports > Opportunity Pipeline Trend. Note that this report only snapshots on the first of each month. Finer granularity (i.e. 15th of each month) requires a better reporting tool; this data exists, but not in a reportable format.
All Answers
Yes, you can. Go to Reports > Opportunity Reports > Opportunity Pipeline Trend. Note that this report only snapshots on the first of each month. Finer granularity (i.e. 15th of each month) requires a better reporting tool; this data exists, but not in a reportable format.
Thanks so much.. I knew there had to be a simple solution.