Hi
As the title says I would like to report how many of our sales opportunities turn into sales after one month, two monts, three months etc. but I cant figure out how I do this?
Thanks,
Thomas
*This post is locked for comments
Hi
As the title says I would like to report how many of our sales opportunities turn into sales after one month, two monts, three months etc. but I cant figure out how I do this?
Thanks,
Thomas
*This post is locked for comments
Hi Thomas,
you might probably create a calculated field - there is DiffInMonths function.. If you apply it to modifiedon and createdon (since modified on will be when you closed the the opp), you'll get the number which you can, then, use to build dashboards etc
You can check the difference between the created on date and closed date with status won should be 1,2,3 months. This way you can get how many opps have been won in 1, 2,3 months.
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