How To Store The Date of A Field Change?

hi Vince Outlaw
for similar requirements at Opportunity level I normally create a simple module to track the changes of certain fields (i.e. Sales Stage, Value) and have a BPM to update that module accordingly, see screenshot of sample module here:

Maybe that is an useful option for your requirement?

Hello Vincent...Yes, that looks somewhat promising for the solution my team is looking for to track the "aging" of Accounts and RLIs through their phases. From looking at your screenshot, I like the data (and the idea of a BPM that creates a record in a related module on a field change), but am wondering how you report on the time between 2 phases, much less a whole series of phases. 

Hello Vincent...Yes, that looks somewhat promising for the solution my team is looking for to track the "aging" of Accounts and RLIs through their phases. From looking at your screenshot, I like the data (and the idea of a BPM that creates a record in a related module on a field change), but am wondering how you report on the time between 2 phases, much less a whole series of phases. 

Hello  Vincent Amari, Vince Outlaw

Techlically, a number of days/hours between 2 phases could be also calculated quite easily with configuring.

while IMHO the biggest challenge here is methodological- how to take into account jumps between stages and also rollbacks, so that data of time between stages for the number of RLIs could meet our expectations to the reports

For example:
lets consider OOTB sales stages for RLIs and we need to build weekly report on RLIs
lets say we know that during the last week 2 RLIs experienced changes in Sales Stages, 3 changes in total:
1) RLI-1 stage was Prospecting and changed after 3 days to the next one - Qualification
2) RLI-2 stage Prospecting was updated to Value Proposition after the same 3 days, then rolled back to Qualification after another 1 day.

How would you like to see this in the weekly report?
The easiest way is to report as it is in a form of listing

RLI-1: Prospecting -> Qualification after 3 days
RLI-2: Prospecting -> Value Proposition after 3 days
RLI-2: Qualification <- Value Proposition after 1 day

where -> means "has advanced to" and <- means "has rolled back from"

However, if we consider the sequence of SalesStages and look at the part of the funnel which is Prospecting -> Qualification -> NeedAnalysis -> ValueProposition, then how could we make a projection of such history to the estimation of success?

My example:

RLI-1: Prospecting + 3 days = Qualification - less then 4 days in total to Qualification - conclusion: well done!!!
RLI-2: Prospecting + 3days + 1 day = Qualification -  equal to 4 days in total to Qualification -conclusion: not that bad!!!

What is your vision of the reports?
as soon as we manage to decide about the report form I'm going to draw a flowchart in Logic Builder to let the platform do the work and collect the data in a report-friendly manner