How to create a report with date sales stage was changed?

Good afternoon, 

I am reaching out because I am working on creating a closed opportunity report. I was thinking of using the expected close date but I realized that people may just leave that when it was closed, either in the future and the past. I tried to use the modified date but that is not showing the accurate date. I.E. The date said 9/1 but when I looked at the actual lsdt modified date on the opportunity it was showing 9/7. How can I fix this to show the date that the sales stage was actually changed to closed?

Thank you for your help, 

Larisa Webb

Parents
  • I think the solution here is simpler than following the above article:

    1. Create a new custom date field called "date closed" - potentially leave it off the layout so that users are not tempted to edit it themselves.
    2. If you are on Pro, use a Legacy Workflow - and if you are on Ent/Sell, use a SugarBPM
      1. Trigger event/condition = Opp Sales Stage changes to "Closed"
      2. Action = Update Date Closed to be = Today/Now.
Reply
  • I think the solution here is simpler than following the above article:

    1. Create a new custom date field called "date closed" - potentially leave it off the layout so that users are not tempted to edit it themselves.
    2. If you are on Pro, use a Legacy Workflow - and if you are on Ent/Sell, use a SugarBPM
      1. Trigger event/condition = Opp Sales Stage changes to "Closed"
      2. Action = Update Date Closed to be = Today/Now.
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