Sales stage audit in a report format?

Hi Ellen Wood

I believe you can achieve such a request by adapting the procedure described in the article.

Regards

Hello Ellen,

I would suggest reposting this question in Sugar Sell and Best Practices section, which should help to get more recommendations on this challenge
sugarclub.sugarcrm.com/.../sugar-sell-questions

Hello Ellen Wood

Yes, it is possible to configure Sugar report about Opps left with no attention

For doing that we suggest to configure TimeLine to collect and show all the important events that are treated as "actions performed" then  employ Advance Reporting to get days of dormant for e.g. Opportunities

Here is the TimeLine in Sugar:


the Timeline with key events in the context of the Opportunity:



And, finally, here is the Report - it shows the last key event (if any) for each Opp with days of dormant:

I hope this helps

If you received  information about any alternative approach for reporting  dormant objects or ones that left unattended  - from Sugar Solution Consultants or Partners  - I would appreciate the information here

Thank you

Hi Ellen! We have a great KB on how to do this using SugarBPM: Capturing How Long a Record Spends in Each Status Using SugarBPM. You just have to make custom fields in Studio to catch the count of days for each sales status and then set up the process definition. Later in the article, there are sections on how to show these stats on the record view and create reports on them. You could even choose to add a notification in the process definition to alert the user or manager that they have a stagnant opportunity.

Let me know if this works for you!

Jill

Hi Jill

if Opp stays for, let's say, 5 or X days on a particular stage, does it actually mean the Opp is stagnant?

On the operational level, the calculation of days on the stage hardly helps to identify whether Opp is forgotten
AFAIK, the actions recorded per Opp along with their recency or the absence of such actions per Opp - that should be in the focus for 'lack of actions' report

hi Jill Shaheen
That's a great BPM, wondering if it could be adapted to also log the total value on every status change at that time?

HI Ellen, bit late to the party here but you may also want to look at the Customer Journey Plugin for Sugar. This is a paid add on but allows companies to design the journey to ensure consistency, easier onboarding etc. One of the features in momentum through a process - https://support.sugarcrm.com/Documentation/Installable_Connectors/Customer_Journey_Plug-in/Customer_Journey_Plug-In_Administration_Guide/#Understanding_Progress_and_Momentum which can be reported on. 

A sales manager can add these reporting dashlets to their dashboards.