Sales stage audit in a report format?

Is there a way to report on activity that hasn't happened for a certain time period? 

Specifically, what I'm being asked to do is figure out how to get an exception report based on information in the Audit log - i.e. If a sales stage has not moved for a certain period of time.   We are able to look at this information at a line item level in the Audit Log, but the sales manager wants to get a report of all line items that are 30 days dormant, 60 days, 90, etc. specific to each Sales Stage.  I haven't been able to find the "date changed" for Sales Stages in the reporting module, much less how to report on a lack of action taking place. 

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  • 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

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

Reply
  • 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

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

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